EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$683M
1-Year Return
18.52%
This Quarter Return
+24.75%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
–
AUM
$305M
AUM Growth
+$57.5M
(+23%)
Cap. Flow
+$9.84M
Cap. Flow
% of AUM
3.23%
Top 10 Holdings %
Top 10 Hldgs %
59.16%
Holding
586
New
279
Increased
118
Reduced
78
Closed
54
Top Buys
| 1 |
Petrobras
PBR
|
+$31.4M |
| 2 |
iShares MSCI United Kingdom ETF
EWU
|
+$7M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$6M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$4.85M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$4.02M |
Top Sells
Sector Composition
| 1 | Energy | 12.29% |
| 2 | Consumer Discretionary | 6.12% |
| 3 | Technology | 3.7% |
| 4 | Communication Services | 3.27% |
| 5 | Materials | 3.07% |
