EWA

Evolution Wealth Advisors Portfolio holdings

AUM $683M
1-Year Est. Return 18.52%
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.43M
3
+$7.07M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$6.02M
5
RSVAU
Rodgers Silicon Valley Acquisition Corp. Unit
RSVAU
+$3.9M

Top Sells

1
+$21.2M
2
+$13.6M
3
+$10.9M
4
EQX icon
Equinox Gold
EQX
+$8.51M
5
NEM icon
Newmont
NEM
+$7.48M

Sector Composition

1 Consumer Discretionary 4.46%
2 Technology 3.03%
3 Healthcare 2.51%
4 Communication Services 2.08%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.6M 8.39%
94,811
+21,259
2
$36.8M 8.21%
277,036
+15,894
3
$30.9M 6.9%
144,346
+5,902
4
$27.5M 6.13%
86,051
+6,164
5
$19.8M 4.43%
791,734
+50,266
6
$15.6M 3.49%
213,395
+36,395
7
$14.3M 3.19%
119,264
+6,706
8
$12.3M 2.76%
77,174
-38,662
9
$11.8M 2.63%
76,020
+7,660
10
$11.6M 2.59%
226,684
+22,271
11
$11.5M 2.57%
124,242
+25,570
12
$11.4M 2.54%
334,160
+17,117
13
$11.1M 2.47%
+666,080
14
$10.8M 2.41%
92,528
+6,154
15
$10.2M 2.27%
124,474
+73,661
16
$7.41M 1.65%
44,088
+9,070
17
$7.36M 1.64%
74,765
+3,256
18
$7.07M 1.58%
+108,853
19
$6.2M 1.38%
62,980
+3,765
20
$5.9M 1.32%
43,493
+3,422
21
$5.86M 1.31%
44,535
+3,818
22
$5.66M 1.26%
233,034
+10,401
23
$4.51M 1.01%
65,968
+2,408
24
$4.19M 0.94%
127,202
-643,750
25
$4.19M 0.93%
162,006
+10,695
1
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