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
101
$71K 0.03%
542
-268
102
$68K 0.03%
3,187
+1,846
103
$67K 0.03%
1,965
104
$63K 0.03%
1,139
-218
105
$60K 0.02%
1,333
-315
106
$60K 0.02%
+667
107
$59K 0.02%
1,420
+1,290
108
$56K 0.02%
740
+45
109
$56K 0.02%
711
-578
110
$53K 0.02%
1,213
+87
111
$53K 0.02%
1,567
-3,848
112
$52K 0.02%
535
-1,008
113
$52K 0.02%
475
-358
114
$49K 0.02%
1,380
+80
115
$48K 0.02%
169
-80
116
$47K 0.02%
149
-3
117
$45K 0.02%
1,900
-2,472
118
$44K 0.02%
505
+126
119
$43K 0.02%
1,320
-129
120
$42K 0.02%
1,112
-1,104
121
$42K 0.02%
+2,000
122
$40K 0.02%
1,027
-1,385
123
$38K 0.02%
505
124
$37K 0.01%
617
125
$37K 0.01%
308
+226
3 4
5
6 7