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
51
$583K 0.19%
+19,015
52
$562K 0.18%
1,853
+60
53
$535K 0.18%
2
54
$463K 0.15%
5,275
+4,770
55
$449K 0.15%
47,240
-5,000
56
$446K 0.15%
13,125
-875
57
$437K 0.14%
2,506
+378
58
$413K 0.14%
907
+106
59
$399K 0.13%
4,371
+65
60
$398K 0.13%
2,540
-1,930
61
$366K 0.12%
+18,270
62
$362K 0.12%
3,890
+290
63
$361K 0.12%
11,532
64
$354K 0.12%
1,930
+1,360
65
$352K 0.12%
+88,725
66
$351K 0.12%
+82,364
67
$292K 0.1%
2,781
+740
68
$291K 0.1%
5,522
69
$288K 0.09%
+3,534
70
$248K 0.08%
1,581
+136
71
$242K 0.08%
1,972
+53
72
$241K 0.08%
2,560
-24,575
73
$238K 0.08%
2,510
+1,090
74
$224K 0.07%
1,755
+153
75
$222K 0.07%
754
-57
1 2
3
4 5