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
76
$219K 0.07%
785
-2,008
77
$218K 0.07%
6,740
+270
78
$209K 0.07%
1,132
+1,072
79
$204K 0.07%
716
80
$198K 0.06%
1,168
-25
81
$195K 0.06%
3,251
+3,215
82
$184K 0.06%
1,616
-365
83
$175K 0.06%
5,311
+645
84
$173K 0.06%
789
+122
85
$172K 0.06%
684
+105
86
$170K 0.06%
1,266
+508
87
$168K 0.06%
+6,000
88
$168K 0.06%
+2,288
89
$163K 0.05%
3,091
+1,758
90
$160K 0.05%
4,708
+208
91
$159K 0.05%
2,160
92
$155K 0.05%
+4,970
93
$152K 0.05%
2,889
-2,114
94
$152K 0.05%
+1,690
95
$150K 0.05%
2,037
+766
96
$147K 0.05%
5,668
+5,615
97
$145K 0.05%
2,817
+716
98
$139K 0.05%
2,771
+351
99
$136K 0.04%
+1,749
100
$134K 0.04%
+1,694
2 3
4
5 6