EWA

Evolution Wealth Advisors Portfolio holdings

AUM $745M
1-Year Est. Return 23.16%
This Quarter Est. Return
1 Year Est. Return
+23.16%
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
State Street Financial Select Sector SPDR ETF
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
126
$37K 0.01%
154
-59
127
$37K 0.01%
+3,927
128
$36K 0.01%
478
-9,296
129
$33K 0.01%
551
+299
130
$32K 0.01%
+170
131
$31K 0.01%
+647
132
$30K 0.01%
1,362
-221
133
$30K 0.01%
275
134
$29K 0.01%
966
-388
135
$29K 0.01%
890
+681
136
$29K 0.01%
551
+46
137
$26K 0.01%
144
-76
138
$26K 0.01%
150
+128
139
$26K 0.01%
114
-47
140
$26K 0.01%
1,691
-815
141
$25K 0.01%
226
+36
142
$24K 0.01%
209
+166
143
$24K 0.01%
247
+48
144
$23K 0.01%
328
-64
145
$23K 0.01%
190
146
$22K 0.01%
273
-825
147
$22K 0.01%
205
-17
148
$22K 0.01%
283
+78
149
$22K 0.01%
437
+81
150
$21K 0.01%
+5
4 5
6
7 8