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
$467M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$5.61M
3
+$4.81M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.05M
5
TMC icon
TMC The Metals Company
TMC
+$3.6M

Top Sells

1
+$7.13M
2
+$6.89M
3
+$6.09M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.4M
5
FXC icon
Invesco CurrencyShares Canadian Dollar Trust
FXC
+$3.5M

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
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205
$52K 0.01%
198
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206
$51K 0.01%
1,741
+763
207
$51K 0.01%
467
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208
$50K 0.01%
166
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209
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+2,850
210
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+851
211
$50K 0.01%
130
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212
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760
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213
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214
$50K 0.01%
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215
$49K 0.01%
348
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216
$49K 0.01%
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217
$48K 0.01%
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218
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220
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221
$46K 0.01%
711
222
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223
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360
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224
$46K 0.01%
561
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225
$46K 0.01%
408
+203
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