EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$683M
This Quarter Return
+18.67%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
–
AUM
$443M
AUM Growth
+$443M
(+21%)
Cap. Flow
+$36.2M
Cap. Flow
% of AUM
8.15%
Top 10 Holdings %
Top 10 Hldgs %
47%
Holding
661
New
70
Increased
91
Reduced
166
Closed
84
Top Buys
| 1 |
ARK Innovation ETF
ARKK
|
$14M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$12.2M |
| 3 |
Sociedad Química y Minera de Chile
SQM
|
$10.9M |
| 4 |
ARK Fintech Innovation ETF
ARKF
|
$10.2M |
| 5 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
$8.79M |
Top Sells
| 1 |
iShares MSCI United Kingdom ETF
EWU
|
$7.12M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$5.05M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$4.83M |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
$4.68M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$4.03M |
Sector Composition
| 1 | Materials | 14.85% |
| 2 | Consumer Discretionary | 5.22% |
| 3 | Technology | 2.7% |
| 4 | Communication Services | 2.04% |
| 5 | Healthcare | 1.8% |
