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
51
$291K 0.12%
4,306
-290
52
$276K 0.11%
7,252
53
$274K 0.11%
3,600
54
$273K 0.11%
6,673
+1,271
55
$257K 0.1%
+11,532
56
$251K 0.1%
+2,430
57
$246K 0.1%
1,480
-3,770
58
$228K 0.09%
5,003
+987
59
$204K 0.08%
2,128
-1,269
60
$203K 0.08%
5,305
-20,785
61
$202K 0.08%
811
+519
62
$196K 0.08%
5,220
+930
63
$192K 0.08%
3,548
-5,230
64
$189K 0.08%
2,420
+2,399
65
$187K 0.08%
5,522
+1,440
66
$177K 0.07%
1,445
-132
67
$172K 0.07%
1,919
-378
68
$172K 0.07%
1,193
+378
69
$165K 0.07%
1,981
+369
70
$156K 0.06%
6,470
+6,240
71
$152K 0.06%
716
+53
72
$143K 0.06%
1,602
+1,157
73
$139K 0.06%
+2,362
74
$136K 0.05%
+10,895
75
$135K 0.05%
+2,160
1 2
3
4 5