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
101
$125K 0.04%
1,371
+660
102
$119K 0.04%
461
103
$119K 0.04%
848
+306
104
$116K 0.04%
1,337
-915
105
$116K 0.04%
+671
106
$116K 0.04%
1,333
+311
107
$114K 0.04%
4,487
+2,487
108
$109K 0.04%
+214
109
$107K 0.04%
+6,000
110
$103K 0.03%
+1,080
111
$103K 0.03%
+405
112
$102K 0.03%
+729
113
$100K 0.03%
1,020
+280
114
$100K 0.03%
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115
$99K 0.03%
4,164
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116
$98K 0.03%
2,750
-100
117
$95K 0.03%
775
-108,777
118
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+1,031
119
$91K 0.03%
765
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120
$86K 0.03%
238
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121
$83K 0.03%
+280
122
$78K 0.03%
695
123
$76K 0.02%
1,300
+161
124
$73K 0.02%
444
+402
125
$71K 0.02%
1,791
+224
3 4
5
6 7