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
176
$68K 0.01%
+800
177
$66K 0.01%
472
178
$66K 0.01%
4,300
179
$65K 0.01%
1,115
180
$65K 0.01%
428
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181
$63K 0.01%
94
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182
$63K 0.01%
1,650
-5,398
183
$63K 0.01%
111
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184
$62K 0.01%
299
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185
$62K 0.01%
1,135
186
$62K 0.01%
314
+129
187
$61K 0.01%
861
-1,999
188
$60K 0.01%
306
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189
$60K 0.01%
213
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190
$59K 0.01%
456
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191
$58K 0.01%
500
192
$58K 0.01%
394
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193
$58K 0.01%
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194
$58K 0.01%
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$57K 0.01%
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196
$56K 0.01%
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197
$56K 0.01%
593
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198
$56K 0.01%
1,207
-3,901
199
$55K 0.01%
926
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200
$55K 0.01%
3,600
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