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
176
$15K 0.01%
1,000
177
$15K 0.01%
146
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178
$15K 0.01%
+390
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$15K 0.01%
715
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$14K 0.01%
204
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184
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87
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186
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187
$13K 0.01%
330
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188
$13K 0.01%
295
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189
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411
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190
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$13K 0.01%
832
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192
$13K 0.01%
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193
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194
$12K ﹤0.01%
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195
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196
$12K ﹤0.01%
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197
$12K ﹤0.01%
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198
$12K ﹤0.01%
124
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199
$12K ﹤0.01%
+441
200
$12K ﹤0.01%
+396
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