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
$467M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$5.63M
3
+$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.94M
5
ENVX icon
Enovix
ENVX
+$3M

Top Sells

1
+$7.13M
2
+$6.77M
3
+$5.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.13M
5
BP icon
BP
BP
+$3.87M

Sector Composition

1 Consumer Discretionary 4.08%
2 Technology 3.44%
3 Communication Services 1.92%
4 Financials 1.84%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$168K 0.04%
356
-363
127
$158K 0.03%
975
+605
128
$156K 0.03%
461
129
$153K 0.03%
21,518
130
$151K 0.03%
387
-47
131
$144K 0.03%
5,763
-604
132
$138K 0.03%
1,280
+104
133
$136K 0.03%
589
-92
134
$136K 0.03%
+11,000
135
$135K 0.03%
2,289
+785
136
$129K 0.03%
2,383
+1,544
137
$126K 0.03%
779
+58
138
$123K 0.03%
734
-673
139
$123K 0.03%
+5,665
140
$123K 0.03%
1,568
+538
141
$118K 0.03%
3,250
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142
$118K 0.03%
1,215
143
$117K 0.03%
1,665
144
$117K 0.03%
+427
145
$117K 0.03%
1,618
+1,578
146
$115K 0.02%
361
+117
147
$113K 0.02%
10,891
+158
148
$112K 0.02%
1,700
149
$111K 0.02%
579
+203
150
$107K 0.02%
3,000
4 5
6
7 8