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
201
$26K 0.01%
170
-16
202
$26K 0.01%
1,097
+989
203
$26K 0.01%
199
+183
204
$26K 0.01%
+651
205
$26K 0.01%
205
-19
206
$25K 0.01%
66
+63
207
$25K 0.01%
+250
208
$25K 0.01%
575
209
$25K 0.01%
+2,100
210
$25K 0.01%
96
+84
211
$25K 0.01%
685
+256
212
$24K 0.01%
74
-296
213
$24K 0.01%
4,200
214
$23K 0.01%
+172
215
$23K 0.01%
2,000
216
$22K 0.01%
+395
217
$22K 0.01%
254
+198
218
$22K 0.01%
+711
219
$22K 0.01%
293
-445
220
$21K 0.01%
222
+203
221
$21K 0.01%
146
+133
222
$21K 0.01%
148
+134
223
$20K 0.01%
+220
224
$20K 0.01%
332
+293
225
$20K 0.01%
+609
7 8
9
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