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
326
$7K ﹤0.01%
+76
327
$7K ﹤0.01%
+48
328
$7K ﹤0.01%
+114
329
$7K ﹤0.01%
+137
330
$7K ﹤0.01%
366
-18
331
$7K ﹤0.01%
+1,094
332
$7K ﹤0.01%
203
-187
333
$7K ﹤0.01%
+200
334
$6K ﹤0.01%
103
335
$6K ﹤0.01%
+75
336
$6K ﹤0.01%
+32
337
$6K ﹤0.01%
+220
338
$6K ﹤0.01%
+260
339
$6K ﹤0.01%
+38
340
$6K ﹤0.01%
+7
341
$6K ﹤0.01%
37
+11
342
$6K ﹤0.01%
+81
343
$6K ﹤0.01%
58
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$6K ﹤0.01%
+33
345
$6K ﹤0.01%
+173
346
$6K ﹤0.01%
53
-10
347
$6K ﹤0.01%
+59
348
$6K ﹤0.01%
+101
349
$6K ﹤0.01%
+33
350
$6K ﹤0.01%
+28
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