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
151
$104K 0.02%
2,459
+1,451
152
$100K 0.02%
1,205
153
$99K 0.02%
466
+231
154
$93K 0.02%
1,920
-70
155
$92K 0.02%
+591
156
$89K 0.02%
1,592
+491
157
$89K 0.02%
589
+186
158
$89K 0.02%
+4,380
159
$88K 0.02%
597
+120
160
$87K 0.02%
1,000
161
$87K 0.02%
+3,570
162
$85K 0.02%
345
+10
163
$84K 0.02%
1,750
+250
164
$84K 0.02%
+1,135
165
$79K 0.02%
1,509
+925
166
$78K 0.02%
623
-77
167
$78K 0.02%
1,567
168
$78K 0.02%
3,000
169
$74K 0.02%
427
170
$73K 0.02%
935
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171
$73K 0.02%
180
172
$72K 0.02%
7,115
173
$69K 0.01%
1,210
+220
174
$68K 0.01%
1,000
175
$68K 0.01%
469
-17,526
5 6
7
8 9