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
$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
Consumer Discretionary Select Sector SPDR Fund
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
26
$2.19M 0.72%
10,135
-1,913
27
$2.1M 0.69%
+19,226
28
$2.04M 0.67%
11,401
-111
29
$1.91M 0.63%
+83,734
30
$1.91M 0.63%
+22,293
31
$1.82M 0.6%
8,032
+2,918
32
$1.81M 0.59%
37,981
+7,525
33
$1.7M 0.56%
24,000
+4,740
34
$1.66M 0.54%
+27,817
35
$1.5M 0.49%
64,161
-44,575
36
$1.45M 0.47%
+180,000
37
$1.43M 0.47%
5,052
-5,398
38
$1.42M 0.46%
+276,000
39
$1.4M 0.46%
9,350
40
$1.3M 0.43%
+101,300
41
$1.18M 0.39%
68,640
-513,261
42
$1.15M 0.38%
+89,500
43
$1.02M 0.33%
11,262
+11,228
44
$1.02M 0.33%
+18,613
45
$1.01M 0.33%
18,344
-95,650
46
$984K 0.32%
13,880
-6,140
47
$826K 0.27%
+12,860
48
$792K 0.26%
+10,055
49
$786K 0.26%
4,069
+1,378
50
$594K 0.19%
+38,619
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