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
$121M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1 +$5.5M
2 +$2.09M
3 +$935K
4
NVDA icon
NVIDIA
NVDA
+$843K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$735K

Sector Composition

1 Technology 4.74%
2 Financials 1.99%
3 Consumer Discretionary 1.32%
4 Healthcare 1.04%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RFDI icon
276
First Trust RiverFront Dynamic Developed International ETF
RFDI
$151M
$37.4K 0.03%
464
SSO icon
277
ProShares Ultra S&P500
SSO
$6.74B
$36.5K 0.03%
630
MET icon
278
MetLife
MET
$47.8B
$36.5K 0.03%
462
+24
VNLA icon
279
Janus Henderson Short Duration Income ETF
VNLA
$3.06B
$35.7K 0.03%
727
XLU icon
280
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$35.7K 0.03%
836
+18
BOTZ icon
281
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.36B
$35.5K 0.03%
980
VXUS icon
282
Vanguard Total International Stock ETF
VXUS
$134B
$35.5K 0.03%
+470
SYK icon
283
Stryker
SYK
$146B
$35.1K 0.03%
100
+93
VMBS icon
284
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
$34.8K 0.03%
740
+8
NFEB
285
Innovator Growth-100 Power Buffer ETF - February
NFEB
$73.4M
$34.2K 0.03%
1,222
NTSX icon
286
WisdomTree US Efficient Core Fund
NTSX
$1.28B
$34.1K 0.03%
623
+529
GEV icon
287
GE Vernova
GEV
$227B
$34K 0.03%
52
+28
ETHA
288
iShares Ethereum Trust ETF
ETHA
$1.24B
$33.8K 0.03%
1,508
+555
EUSB icon
289
iShares ESG Advanced Universal USD Bond ETF
EUSB
$719M
$33.5K 0.03%
763
+300
GLW icon
290
Corning
GLW
$124B
$33.4K 0.03%
381
+141
PEP icon
291
PepsiCo
PEP
$224B
$33.3K 0.03%
232
+75
JNK icon
292
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.79B
$33.2K 0.03%
342
+175
ASML icon
293
ASML
ASML
$539B
$33.2K 0.03%
+31
PHYL icon
294
PGIM Active High Yield Bond ETF
PHYL
$1.24B
$33K 0.03%
+929
FSMB icon
295
First Trust Short Duration Managed Municipal ETF
FSMB
$558M
$32.9K 0.03%
1,640
SHLD icon
296
Global X Defense Tech ETF
SHLD
$7.77B
$32.7K 0.03%
505
+92
FIW icon
297
First Trust Water ETF
FIW
$1.96B
$32.4K 0.03%
+298
KR icon
298
Kroger
KR
$43B
$32.1K 0.03%
514
MRK icon
299
Merck
MRK
$297B
$31.9K 0.03%
303
+58
TFLO icon
300
iShares Treasury Floating Rate Bond ETF
TFLO
$6.41B
$31.6K 0.03%
+626