EWA
Evolution Wealth Advisors Portfolio holdings
AUM
$683M
This Quarter Return
+9.56%
1 Year Return
+18.52%
3 Year Return
+65.11%
5 Year Return
+83.3%
10 Year Return
–
AUM
$366M
AUM Growth
+$366M
(+20%)
Cap. Flow
+$46.8M
Cap. Flow
% of AUM
12.79%
Top 10 Holdings %
Top 10 Hldgs %
47.94%
Holding
625
New
92
Increased
155
Reduced
71
Closed
34
Top Buys
| 1 |
Vanguard Small-Cap ETF
VB
|
$11.6M |
| 2 |
iShares Currency Hedged MSCI Eurozone ETF
HEZU
|
$10.8M |
| 3 |
Equinox Gold
EQX
|
$9.62M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$8.78M |
| 5 |
Global X US Infrastructure Development ETF
PAVE
|
$8.75M |
Top Sells
| 1 |
Petrobras
PBR
|
$26.9M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$9.01M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$6.83M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$6.06M |
| 5 |
Walt Disney
DIS
|
$1.9M |
Sector Composition
| 1 | Materials | 14.03% |
| 2 | Consumer Discretionary | 5.71% |
| 3 | Technology | 3.64% |
| 4 | Communication Services | 2.78% |
| 5 | Financials | 1.75% |
