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
$662K
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$94K
2
+$67.5K
3
+$17.2K
4
CNYA icon
iShares MSCI China A ETF
CNYA
+$15.3K
5
MOON
Direxion Moonshot Innovators ETF
MOON
+$6.94K

Top Sells

1
+$22.6M
2
+$3M
3
+$249K
4
COUP
Coupa Software Incorporated
COUP
+$242K
5
PLAN
Anaplan, Inc.
PLAN
+$227K

Sector Composition

1 Industrials 14.47%
2 Financials 11.34%
3 Consumer Discretionary 2.95%
4 Technology 2.29%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$94.2K 14.22%
198,300
+197,925
2
$67.5K 10.2%
+3,802,064
3
$56.6K 8.55%
119,235
+9,012
4
$53.2K 8.04%
306,074
+4,332
5
$33.3K 5.03%
83,728
-2,489
6
$28.2K 4.26%
124,686
+13,634
7
$26.1K 3.94%
668,358
+42,801
8
$23.3K 3.52%
809,709
+5,453
9
$19.2K 2.9%
136,235
+3,196
10
$18.2K 2.75%
234,656
-3,132
11
$17.2K 2.6%
+556,808
12
$16.1K 2.43%
78,690
+8,264
13
$15.6K 2.35%
93,480
+11,320
14
$15.3K 2.31%
+350,559
15
$13.4K 2.03%
78,530
-441
16
$10K 1.51%
94,697
+2,320
17
$9.99K 1.51%
129,602
+2,148
18
$8.38K 1.27%
101,336
-31,033
19
$6.94K 1.05%
+257,325
20
$6.55K 0.99%
160,374
-50,642
21
$5.9K 0.89%
219,069
+4,008
22
$5.66K 0.85%
31,845
+1,138
23
$5.19K 0.78%
54,824
-73,411
24
$5.08K 0.77%
71,149
-1,663
25
$5K 0.75%
83,466
+11,268
1
2 3 4 5