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
251
$5K ﹤0.01%
+384
252
$5K ﹤0.01%
200
+95
253
$5K ﹤0.01%
+155
254
$5K ﹤0.01%
+143
255
$5K ﹤0.01%
23
-16
256
$5K ﹤0.01%
168
+64
257
$5K ﹤0.01%
96
+35
258
$5K ﹤0.01%
366
+61
259
$5K ﹤0.01%
54
-1,050
260
$5K ﹤0.01%
500
+467
261
$5K ﹤0.01%
+60
262
$5K ﹤0.01%
37
-63
263
$5K ﹤0.01%
47
-293
264
$4K ﹤0.01%
156
-15
265
$4K ﹤0.01%
+48
266
$4K ﹤0.01%
50
+11
267
$4K ﹤0.01%
39
-27
268
$4K ﹤0.01%
30
-26
269
$4K ﹤0.01%
+147
270
$4K ﹤0.01%
+148
271
$4K ﹤0.01%
2,435
+1,110
272
$4K ﹤0.01%
105
+61
273
$4K ﹤0.01%
134
+95
274
$4K ﹤0.01%
+162
275
$4K ﹤0.01%
26
-17
9 10
11
12 13