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
$662K
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$94K
2
+$67.5K
3
+$17.2K
4
CNYA icon
iShares MSCI China A ETF
CNYA
+$15.3K
5
MOON
Direxion Moonshot Innovators ETF
MOON
+$6.94K

Top Sells

1
+$22.6M
2
+$3M
3
+$249K
4
COUP
Coupa Software Incorporated
COUP
+$242K
5
PLAN
Anaplan, Inc.
PLAN
+$227K

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
– –
-62
141
– –
-1,094
142
– –
-3,000
143
– –
-73
144
– –
-1,260
145
– –
-24
146
– –
-2,200
147
– –
-903
148
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-25
149
– –
-59
150
– –
-288
4 5
6
7 8