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
451
$3K ﹤0.01%
+130
452
$3K ﹤0.01%
+10
453
$3K ﹤0.01%
+46
454
$3K ﹤0.01%
111
-45
455
$3K ﹤0.01%
+601
456
$3K ﹤0.01%
+12
457
$3K ﹤0.01%
+22
458
$3K ﹤0.01%
+84
459
$3K ﹤0.01%
+15
460
$3K ﹤0.01%
230
461
$3K ﹤0.01%
+7
462
$3K ﹤0.01%
51
+38
463
$2K ﹤0.01%
+22
464
$2K ﹤0.01%
+24
465
$2K ﹤0.01%
+449
466
$2K ﹤0.01%
+25
467
$2K ﹤0.01%
+59
468
$2K ﹤0.01%
+49
469
$2K ﹤0.01%
+19
470
$2K ﹤0.01%
48
-86
471
$2K ﹤0.01%
+4
472
$2K ﹤0.01%
+12
473
$2K ﹤0.01%
112
-50
474
$2K ﹤0.01%
+53
475
$2K ﹤0.01%
+20
17 18
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