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
176
$29K 0.01%
1,362
177
$29K 0.01%
1,049
178
$29K 0.01%
205
179
$29K 0.01%
1,628
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$28K 0.01%
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$28K 0.01%
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$28K 0.01%
627
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183
$28K 0.01%
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184
$27K 0.01%
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186
$26K 0.01%
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187
$26K 0.01%
432
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188
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143
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189
$25K 0.01%
352
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190
$25K 0.01%
722
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272
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$24K 0.01%
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$23K 0.01%
339
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197
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198
$21K 0.01%
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199
$21K 0.01%
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200
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