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
201
$54K 0.01%
392
-44
202
$54K 0.01%
898
+836
203
$54K 0.01%
1,463
+1,365
204
$53K 0.01%
197
-126
205
$52K 0.01%
198
-121
206
$51K 0.01%
1,741
+763
207
$51K 0.01%
467
+57
208
$50K 0.01%
+851
209
$50K 0.01%
166
+88
210
$50K 0.01%
+2,850
211
$50K 0.01%
130
-15
212
$50K 0.01%
760
+150
213
$50K 0.01%
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214
$50K 0.01%
+822
215
$49K 0.01%
+859
216
$49K 0.01%
348
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217
$48K 0.01%
1,005
218
$48K 0.01%
743
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219
$48K 0.01%
100
220
$48K 0.01%
3,409
-1,365
221
$46K 0.01%
561
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222
$46K 0.01%
711
223
$46K 0.01%
1,046
+661
224
$46K 0.01%
360
-275
225
$46K 0.01%
408
+203
7 8
9
10 11