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
301
$9K ﹤0.01%
371
302
$9K ﹤0.01%
+190
303
$9K ﹤0.01%
+24
304
$9K ﹤0.01%
+28
305
$9K ﹤0.01%
+376
306
$9K ﹤0.01%
+67
307
$9K ﹤0.01%
+119
308
$9K ﹤0.01%
+125
309
$9K ﹤0.01%
+349
310
$9K ﹤0.01%
+92
311
$9K ﹤0.01%
+37
312
$8K ﹤0.01%
500
313
$8K ﹤0.01%
+53
314
$8K ﹤0.01%
+101
315
$8K ﹤0.01%
39
-1
316
$8K ﹤0.01%
38
-13,259
317
$8K ﹤0.01%
66
+27
318
$8K ﹤0.01%
+653
319
$8K ﹤0.01%
98
+53
320
$8K ﹤0.01%
+136
321
$7K ﹤0.01%
+26
322
$7K ﹤0.01%
+70
323
$7K ﹤0.01%
+10
324
$7K ﹤0.01%
44
325
$7K ﹤0.01%
+60
11 12
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