EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.22%
This Quarter Est. Return
1 Year Est. Return
+22.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$7M
3
+$6M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.85M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$4.02M

Top Sells

1
+$13.3M
2
+$8.85M
3
+$5.61M
4
GOL
Gol Linhas Aéreas Inteligentes S.A. American Depositary Shares (Each representing Ten Preferred Shares)
GOL
+$5.39M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$5.25M

Sector Composition

1 Energy 12.29%
2 Consumer Discretionary 6.12%
3 Technology 3.7%
4 Communication Services 3.27%
5 Materials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11K ﹤0.01%
+168
277
$11K ﹤0.01%
88
-37
278
$11K ﹤0.01%
+37
279
$11K ﹤0.01%
104
+79
280
$11K ﹤0.01%
175
+68
281
$10K ﹤0.01%
1,125
282
$10K ﹤0.01%
10
283
$10K ﹤0.01%
42
+19
284
$10K ﹤0.01%
+267
285
$10K ﹤0.01%
+94
286
$10K ﹤0.01%
+266
287
$10K ﹤0.01%
53
+23
288
$10K ﹤0.01%
95
-17
289
$10K ﹤0.01%
260
-181
290
$10K ﹤0.01%
+51
291
$10K ﹤0.01%
92
-20,432
292
$10K ﹤0.01%
266
-62
293
$10K ﹤0.01%
+68
294
$10K ﹤0.01%
+78
295
$10K ﹤0.01%
104
+25
296
$10K ﹤0.01%
245
297
$9K ﹤0.01%
+119
298
$9K ﹤0.01%
65
+10
299
$9K ﹤0.01%
+165
300
$9K ﹤0.01%
+77
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