EWM

Evolution Wealth Management Portfolio holdings

AUM $121M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$5.4M
3 +$3.35M
4
OVL icon
Overlay Shares Large Cap Equity ETF
OVL
+$2.46M
5
OVB icon
Overlay Shares Core Bond ETF
OVB
+$1.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.1%
2 Consumer Discretionary 1.66%
3 Financials 1.62%
4 Communication Services 1.3%
5 Healthcare 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$25.5K 0.03%
+180
252
$25.3K 0.03%
+900
253
$25.1K 0.03%
+1,252
254
$25.1K 0.03%
+210
255
$25K 0.03%
+485
256
$25K 0.03%
+264
257
$24.9K 0.03%
+413
258
$24.4K 0.03%
+227
259
$23.8K 0.03%
+306
260
$23.6K 0.03%
+191
261
$23.5K 0.03%
+414
262
$23.5K 0.03%
+920
263
$23.5K 0.03%
+50
264
$23.3K 0.03%
+2,151
265
$23.1K 0.03%
+171
266
$23.1K 0.03%
+247
267
$22.5K 0.03%
+245
268
$22.4K 0.03%
+149
269
$22.1K 0.03%
+419
270
$21.8K 0.03%
+217
271
$21.4K 0.03%
+60
272
$21.4K 0.03%
+242
273
$21.3K 0.03%
+429
274
$21.1K 0.03%
+1,332
275
$21.1K 0.03%
+777