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
76
$125K 0.05%
4,666
+362
77
$120K 0.05%
6,580
+248
78
$118K 0.05%
820
-1,394
79
$118K 0.05%
+4,350
80
$117K 0.05%
5,627
-256,109
81
$114K 0.05%
1,366
+501
82
$108K 0.04%
579
+568
83
$107K 0.04%
2,041
+1,541
84
$105K 0.04%
2,491
-1,911
85
$104K 0.04%
1,391
-635
86
$103K 0.04%
3,397
+911
87
$101K 0.04%
461
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88
$101K 0.04%
4,500
89
$94K 0.04%
758
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90
$94K 0.04%
1,271
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91
$89K 0.04%
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92
$88K 0.04%
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93
$86K 0.03%
+660
94
$85K 0.03%
570
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95
$84K 0.03%
1,022
-150
96
$83K 0.03%
3,252
-2,590
97
$82K 0.03%
2,850
-9,580
98
$81K 0.03%
+2,252
99
$74K 0.03%
695
100
$73K 0.03%
+5,975
2 3
4
5 6