EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$662K
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$19.7M
3
+$15.2M
4
MOON
Direxion Moonshot Innovators ETF
MOON
+$8.04M
5
BLNK icon
Blink Charging
BLNK
+$6.37M

Top Sells

1
+$22.6M
2
+$8.01M
3
+$3.21M
4
ENVX icon
Enovix
ENVX
+$3M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.64M

Sector Composition

1 Industrials 14.47%
2 Financials 11.34%
3 Consumer Discretionary 2.95%
4 Technology 2.29%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$214 0.03%
10,105
+4,440
127
$214 0.03%
2,786
+262
128
$211 0.03%
24,420
129
$206 0.03%
2,000
-6,100
130
$205 0.03%
3,265
131
$204 0.03%
1,508
+228
132
$203 0.03%
2,326
-144
133
$202 0.03%
4,823
134
$144 0.02%
21,518
135
$141 0.02%
16,436
-3,508
136
$128 0.02%
11,000
137
$118 0.02%
10,733
-158
138
$77 0.01%
23,272
-35,076
139
$38 0.01%
5,000
140
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-40
141
– –
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142
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143
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144
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145
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146
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147
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148
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149
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-126
150
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4 5
6
7 8