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
$492M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$5.19M
3
+$3.92M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$3.64M
5
RSVAU
Rodgers Silicon Valley Acquisition Corp. Unit
RSVAU
+$3.23M

Top Sells

1
+$9.01M
2
+$4.72M
3
+$4.2M
4
MYOV
Myovant Sciences Ltd.
MYOV
+$3.26M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.07M

Sector Composition

1 Consumer Discretionary 4.53%
2 Technology 3.06%
3 Communication Services 2.02%
4 Financials 1.74%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$56K 0.01%
990
+30
202
$52K 0.01%
235
-2
203
$52K 0.01%
3,600
204
$52K 0.01%
190
205
$51K 0.01%
170
206
$50K 0.01%
351
-32
207
$50K 0.01%
683
208
$50K 0.01%
745
+261
209
$49K 0.01%
81
-50
210
$49K 0.01%
500
-179
211
$49K 0.01%
597
-111
212
$49K 0.01%
100
213
$49K 0.01%
928
214
$48K 0.01%
110
215
$48K 0.01%
837
216
$47K 0.01%
1,005
217
$47K 0.01%
436
+104
218
$47K 0.01%
452
219
$47K 0.01%
182
+61
220
$47K 0.01%
839
-69
221
$45K 0.01%
711
222
$44K 0.01%
109
+41
223
$43K 0.01%
610
224
$42K 0.01%
1,008
-2,692
225
$41K 0.01%
185
-2
7 8
9
10 11