EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$5.07M
3
+$4.18M
4
GOL
Gol Linhas Aéreas Inteligentes S.A. American Depositary Shares (Each representing Ten Preferred Shares)
GOL
+$3.68M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.39M

Top Sells

1
+$58.5M
2
+$13.3M
3
+$8.63M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.33M
5
VTV icon
Vanguard Value ETF
VTV
+$3.44M

Sector Composition

1 Financials 5.03%
2 Consumer Discretionary 4.19%
3 Technology 2.85%
4 Materials 2.12%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
75
+32
227
$7K ﹤0.01%
185
+42
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$7K ﹤0.01%
51
-212
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$7K ﹤0.01%
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$7K ﹤0.01%
97
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$7K ﹤0.01%
79
+53
232
$7K ﹤0.01%
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$7K ﹤0.01%
256
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$7K ﹤0.01%
405
+299
235
$6K ﹤0.01%
32
-15
236
$6K ﹤0.01%
+103
237
$6K ﹤0.01%
45
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$6K ﹤0.01%
40
+3
239
$6K ﹤0.01%
44
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241
$6K ﹤0.01%
42
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242
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23
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243
$6K ﹤0.01%
+500
244
$6K ﹤0.01%
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245
$6K ﹤0.01%
62
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246
$6K ﹤0.01%
63
-6
247
$6K ﹤0.01%
107
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248
$6K ﹤0.01%
55
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249
$6K ﹤0.01%
49
+2
250
$5K ﹤0.01%
159
+90
8 9
10
11 12