EWM

Evolution Wealth Management Portfolio holdings

AUM $137M
1-Year Est. Return 15.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
870
New
Increased
Reduced
Closed

Top Buys

1 +$3.57M
2 +$3.44M
3 +$1.46M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.36M
5
OVB icon
Overlay Shares Core Bond ETF
OVB
+$1.2M

Top Sells

1 +$3.47M
2 +$669K
3 +$579K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$564K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$349K

Sector Composition

1 Technology 5.02%
2 Financials 1.83%
3 Consumer Discretionary 1.28%
4 Communication Services 1.09%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FRI icon
226
First Trust S&P REIT Index Fund
FRI
$172M
$66.8K 0.05%
2,347
+107
CMI icon
227
Cummins
CMI
$94.2B
$66.7K 0.05%
+124
ZSEP
228
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$128M
$63.9K 0.05%
2,390
GD icon
229
General Dynamics
GD
$91.1B
$62.8K 0.05%
183
+155
ENB icon
230
Enbridge
ENB
$122B
$61.3K 0.04%
1,132
+882
XLU icon
231
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
$61K 0.04%
1,330
+494
SUSC icon
232
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.43B
$61K 0.04%
2,636
BA icon
233
Boeing
BA
$166B
$60.9K 0.04%
306
+17
ONEZ
234
TrueShares Seasonality Laddered Buffered ETF
ONEZ
$336M
$60.5K 0.04%
2,417
RAA
235
SMI 3Fourteen REAL Asset Allocation ETF
RAA
$615M
$60.5K 0.04%
2,190
BAUG icon
236
Innovator US Equity Buffer ETF August
BAUG
$195M
$60.3K 0.04%
1,235
SDVY icon
237
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.8B
$60.2K 0.04%
1,528
PG icon
238
Procter & Gamble
PG
$326B
$59.9K 0.04%
415
+231
T icon
239
AT&T
T
$164B
$59.9K 0.04%
2,065
+1,476
MO icon
240
Altria Group
MO
$117B
$59.3K 0.04%
899
+13
XMLV icon
241
Invesco S&P MidCap Low Volatility ETF
XMLV
$705M
$59.2K 0.04%
940
SPG icon
242
Simon Property Group
SPG
$66B
$59.1K 0.04%
317
QTUM icon
243
Defiance Quantum ETF
QTUM
$5.96B
$59.1K 0.04%
551
PSX icon
244
Phillips 66
PSX
$74B
$59K 0.04%
324
+99
SDY icon
245
State Street SPDR S&P Dividend ETF
SDY
$21B
$59K 0.04%
404
NOW icon
246
ServiceNow
NOW
$122B
$58.5K 0.04%
560
+380
CEG icon
247
Constellation Energy
CEG
$96B
$57.8K 0.04%
207
+19
ESGE icon
248
iShares ESG Aware MSCI EM ETF
ESGE
$7.26B
$57.6K 0.04%
1,266
+826
BOND icon
249
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.99B
$56.8K 0.04%
616
KO icon
250
Coca-Cola
KO
$339B
$56.6K 0.04%
744
+354