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
$97.4M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.83M
3
+$1.77M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.67M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.5M

Top Sells

1
+$5.06M
2
+$870K
3
+$549K
4
OVL icon
Overlay Shares Large Cap Equity ETF
OVL
+$531K
5
QFLR icon
Innovator Nasdaq-100 Managed Floor ETF
QFLR
+$448K

Sector Composition

1 Technology 3.82%
2 Financials 1.74%
3 Consumer Discretionary 1.24%
4 Communication Services 1.18%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$37.5K 0.04%
228
+79
227
$37.5K 0.04%
490
+174
228
$37.3K 0.04%
1,160
229
$37.2K 0.04%
264
230
$36.7K 0.04%
1,600
+807
231
$36.1K 0.04%
438
+8
232
$35.8K 0.04%
+727
233
$35.7K 0.04%
818
234
$35.6K 0.04%
464
235
$35.3K 0.04%
630
236
$35.3K 0.04%
218
-25
237
$34.7K 0.04%
980
238
$34.6K 0.04%
514
+6
239
$34.4K 0.04%
732
240
$34.2K 0.04%
597
241
$34.2K 0.04%
6,467
+2,451
242
$34.2K 0.04%
433
243
$33.9K 0.03%
220
+98
244
$33.7K 0.03%
432
+98
245
$33.2K 0.03%
1,222
246
$33.2K 0.03%
382
247
$32.9K 0.03%
1,640
248
$32.8K 0.03%
318
-1,009
249
$32.7K 0.03%
1,390
250
$32.4K 0.03%
100
8 9
10
11 12