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
$399M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$28.4M
3
+$19.5M
4
BRZU icon
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
+$19M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$12.6M

Top Sells

1
+$49.8M
2
+$39.8M
3
+$3.25M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
BCS icon
Barclays
BCS
+$750K

Sector Composition

1 Consumer Discretionary 13.69%
2 Materials 3.06%
3 Financials 2.95%
4 Technology 2.03%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$36K 0.01%
+1,270
177
$35K 0.01%
17
+12
178
$35K 0.01%
+1,600
179
$35K 0.01%
158
+73
180
$35K 0.01%
224
+210
181
$34K 0.01%
755
+296
182
$34K 0.01%
222
+167
183
$33K 0.01%
275
-265
184
$33K 0.01%
+157
185
$33K 0.01%
+617
186
$31K 0.01%
392
+360
187
$31K 0.01%
500
+100
188
$30K 0.01%
107
+95
189
$30K 0.01%
188
+163
190
$30K 0.01%
562
+306
191
$30K 0.01%
+717
192
$28K 0.01%
190
193
$28K 0.01%
360
+327
194
$28K 0.01%
505
-46
195
$28K 0.01%
356
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196
$28K 0.01%
+469
197
$27K 0.01%
252
+67
198
$27K 0.01%
138
+102
199
$27K 0.01%
199
+137
200
$26K 0.01%
+190
6 7
8
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