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
$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
1
$43.3M 8.79%
101,049
+6,238
2
$41.9M 8.5%
283,428
+6,392
3
$32M 6.5%
142,031
-2,315
4
$28.7M 5.84%
81,017
-5,034
5
$21.1M 4.28%
+1,049,515
6
$20.1M 4.07%
778,685
-13,049
7
$18.8M 3.82%
232,155
+18,760
8
$17.4M 3.55%
475,498
+141,338
9
$15.8M 3.21%
120,656
+1,392
10
$14M 2.84%
81,180
+5,160
11
$13.9M 2.83%
168,664
+44,190
12
$12.5M 2.54%
75,404
-1,770
13
$12.4M 2.53%
229,742
+3,058
14
$12.2M 2.47%
96,613
+4,085
15
$11.8M 2.4%
125,184
+942
16
$8.54M 1.74%
122,050
+56,082
17
$7.13M 1.45%
7,134,400
+3,234,400
18
$6.7M 1.36%
71,885
-2,880
19
$6.48M 1.32%
47,138
+2,603
20
$6.35M 1.29%
61,982
-998
21
$5.91M 1.2%
43,612
+119
22
$5.76M 1.17%
32,236
-11,852
23
$4.92M 1%
195,321
-37,713
24
$4.53M 0.92%
84,057
+666
25
$4.45M 0.9%
66,468
+1,916
1
2 3 4 5