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
$305M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$6.87M
3
+$5.89M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.82M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.72M

Top Sells

1
+$13.2M
2
+$8.67M
3
+$5.37M
4
BRZU icon
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
+$5.18M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$5.08M

Sector Composition

1 Energy 12.29%
2 Consumer Discretionary 6.12%
3 Technology 3.7%
4 Communication Services 3.27%
5 Materials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$21K 0.01%
2,100
202
$20K 0.01%
+405
203
$20K 0.01%
1,000
204
$19K 0.01%
602
+191
205
$19K 0.01%
832
206
$19K 0.01%
398
+30
207
$19K 0.01%
175
208
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+346
209
$19K 0.01%
575
210
$19K 0.01%
153
-9
211
$18K 0.01%
68
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212
$18K 0.01%
560
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213
$18K 0.01%
350
214
$18K 0.01%
97
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215
$18K 0.01%
351
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216
$18K 0.01%
300
-3,248
217
$18K 0.01%
715
218
$17K 0.01%
72
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219
$17K 0.01%
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220
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750
221
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222
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223
$17K 0.01%
195
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224
$17K 0.01%
+53
225
$17K 0.01%
113
+62
7 8
9
10 11