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
401
$4K ﹤0.01%
+97
402
$4K ﹤0.01%
+20
403
$4K ﹤0.01%
+119
404
$4K ﹤0.01%
+25
405
$4K ﹤0.01%
+57
406
$4K ﹤0.01%
11,260
-367,587
407
$4K ﹤0.01%
+30
408
$4K ﹤0.01%
+90
409
$4K ﹤0.01%
31
410
$4K ﹤0.01%
+70
411
$4K ﹤0.01%
+49
412
$4K ﹤0.01%
+45
413
$4K ﹤0.01%
+71
414
$4K ﹤0.01%
+46
415
$3K ﹤0.01%
+40
416
$3K ﹤0.01%
+20
417
$3K ﹤0.01%
+33
418
$3K ﹤0.01%
+150
419
$3K ﹤0.01%
+129
420
$3K ﹤0.01%
80
-1,300
421
$3K ﹤0.01%
+84
422
$3K ﹤0.01%
+23
423
$3K ﹤0.01%
95
+85
424
$3K ﹤0.01%
+207
425
$3K ﹤0.01%
+98
15 16
17
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