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
$492M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$5.19M
3
+$3.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$3.64M
5
RSVAU
Rodgers Silicon Valley Acquisition Corp. Unit
RSVAU
+$3.23M

Top Sells

1
+$9.01M
2
+$4.72M
3
+$4.2M
4
MYOV
Myovant Sciences Ltd.
MYOV
+$3.26M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.07M

Sector Composition

1 Consumer Discretionary 4.53%
2 Technology 3.06%
3 Communication Services 2.02%
4 Financials 1.74%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$181K 0.04%
+5,306
127
$176K 0.04%
5,135
-1,390
128
$174K 0.04%
2,465
+2,192
129
$174K 0.04%
2,253
+83
130
$174K 0.04%
434
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131
$170K 0.03%
2,183
-222
132
$170K 0.03%
3,400
+824
133
$168K 0.03%
6,367
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134
$167K 0.03%
969
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135
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711
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136
$160K 0.03%
2,697
137
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+3,000
138
$159K 0.03%
461
139
$158K 0.03%
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140
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141
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421
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142
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144
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145
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146
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147
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889
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148
$143K 0.03%
1,287
149
$132K 0.03%
1,176
-165
150
$131K 0.03%
10,733
4 5
6
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