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
376
$5K ﹤0.01%
+433
377
$5K ﹤0.01%
+101
378
$4K ﹤0.01%
+365
379
$4K ﹤0.01%
+12
380
$4K ﹤0.01%
+210
381
$4K ﹤0.01%
+40
382
$4K ﹤0.01%
+21
383
$4K ﹤0.01%
+330
384
$4K ﹤0.01%
+60
385
$4K ﹤0.01%
+188
386
$4K ﹤0.01%
+62
387
$4K ﹤0.01%
+20
388
$4K ﹤0.01%
+12
389
$4K ﹤0.01%
500
390
$4K ﹤0.01%
51
391
$4K ﹤0.01%
+78
392
$4K ﹤0.01%
+6
393
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394
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395
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+20
396
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+60
397
$4K ﹤0.01%
+8
398
$4K ﹤0.01%
38
-37
399
$4K ﹤0.01%
+46
400
$4K ﹤0.01%
+27
14 15
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