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
151
$21K 0.01%
170
152
$21K 0.01%
104
+8
153
$20K 0.01%
502
-243
154
$19K 0.01%
+5,003
155
$19K 0.01%
+226
156
$19K 0.01%
+2,367
157
$19K 0.01%
+290
158
$18K 0.01%
108
-30
159
$18K 0.01%
207
+17
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$17K 0.01%
499
-256
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$17K 0.01%
1,049
-48
162
$17K 0.01%
175
+50
163
$17K 0.01%
575
164
$17K 0.01%
162
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165
$16K 0.01%
750
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166
$16K 0.01%
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167
$16K 0.01%
1,751
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168
$16K 0.01%
300
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169
$16K 0.01%
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170
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544
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171
$16K 0.01%
+153
172
$15K 0.01%
363
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173
$15K 0.01%
80
-78
174
$15K 0.01%
+200
175
$15K 0.01%
292
+85
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