EWA

Evolution Wealth Advisors Portfolio holdings

AUM $992M
1-Year Est. Return 22.22%
This Quarter Est. Return
1 Year Est. Return
+22.22%
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
State Street Consumer Discretionary Select Sector SPDR ETF
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
126
$69K 0.02%
+800
127
$68K 0.02%
355
-1,125
128
$67K 0.02%
+215
129
$65K 0.02%
+1,000
130
$64K 0.02%
165
+16
131
$63K 0.02%
1,356
+329
132
$62K 0.02%
2,000
+1,552
133
$58K 0.02%
+605
134
$56K 0.02%
+600
135
$56K 0.02%
2,202
+1,946
136
$56K 0.02%
1,243
+1,200
137
$54K 0.02%
1,527
+207
138
$54K 0.02%
698
+220
139
$54K 0.02%
750
+450
140
$52K 0.02%
+1,700
141
$52K 0.02%
1,018
-195
142
$52K 0.02%
1,548
+1,389
143
$51K 0.02%
175
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144
$50K 0.02%
+600
145
$49K 0.02%
766
+215
146
$49K 0.02%
190
147
$48K 0.02%
+300
148
$48K 0.02%
191
+111
149
$47K 0.02%
385
-120
150
$45K 0.01%
+10
4 5
6
7 8