EWA

Evolution Wealth Advisors Portfolio holdings

AUM $683M
1-Year Est. Return 18.52%
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$5.07M
3
+$4.18M
4
GOL
Gol Linhas Aéreas Inteligentes S.A. American Depositary Shares (Each representing Ten Preferred Shares)
GOL
+$3.68M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.39M

Top Sells

1
+$58.5M
2
+$13.3M
3
+$8.63M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.33M
5
VTV icon
Vanguard Value ETF
VTV
+$3.44M

Sector Composition

1 Financials 5.03%
2 Consumer Discretionary 4.19%
3 Technology 2.85%
4 Materials 2.12%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 0.94%
108,736
+2,415
27
$2.23M 0.9%
52,885
+51,600
28
$2.17M 0.87%
63,662
+63,416
29
$2.1M 0.85%
11,512
-17,204
30
$2.08M 0.84%
32,700
+3,212
31
$2.06M 0.83%
13,297
+12,838
32
$1.92M 0.77%
20,524
+20,429
33
$1.4M 0.56%
8,855
-427
34
$1.29M 0.52%
9,350
-1,030
35
$1.23M 0.5%
30,456
-7,120
36
$1.16M 0.47%
20,020
+480
37
$1.12M 0.45%
19,260
+3,220
38
$853K 0.34%
5,114
-3,500
39
$592K 0.24%
2,793
-242
40
$576K 0.23%
+4,470
41
$544K 0.22%
2
-6
42
$511K 0.21%
1,793
-23
43
$434K 0.18%
2,691
-2,263
44
$422K 0.17%
14,000
+2,565
45
$405K 0.16%
3,540
+1,965
46
$384K 0.16%
11,777
-2,894
47
$363K 0.15%
378,847
+75,805
48
$344K 0.14%
52,240
+13,200
49
$301K 0.12%
+7,296
50
$301K 0.12%
801
+467
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