EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$12.2M
3
+$10.9M
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$10.2M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.79M

Top Sells

1
+$10.1M
2
+$7.12M
3
+$5.05M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.83M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.03M

Sector Composition

1 Materials 14.85%
2 Consumer Discretionary 5.22%
3 Technology 2.7%
4 Communication Services 2.04%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$125K 0.03%
3,100
+1,095
127
$119K 0.03%
562
-395
128
$119K 0.03%
758
-1,097
129
$119K 0.03%
2,343
130
$118K 0.03%
2,690
131
$112K 0.03%
1,665
-18,090
132
$103K 0.02%
1,667
-188
133
$102K 0.02%
3,355
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134
$102K 0.02%
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135
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1,022
-566
136
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2,307
-3,580
137
$90K 0.02%
+1,000
138
$88K 0.02%
2,648
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139
$88K 0.02%
747
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140
$85K 0.02%
239
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141
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142
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26,972
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176
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146
$81K 0.02%
635
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147
$80K 0.02%
1,205
148
$79K 0.02%
1,567
149
$77K 0.02%
1,000
-275
150
$77K 0.02%
1,650
+150
4 5
6
7 8