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
UNOV icon
276
Innovator US Equity Ultra Buffer ETF November
UNOV
$112M
$49.8K 0.04%
1,336
GEV icon
277
GE Vernova
GEV
$258B
$49.8K 0.04%
57
+5
CAT icon
278
Caterpillar
CAT
$427B
$49.6K 0.04%
70
+51
VRIG icon
279
Invesco Variable Rate Investment Grade ETF
VRIG
$1.53B
$49.4K 0.04%
+1,974
ELD icon
280
WisdomTree Emerging Markets Local Debt Fund
ELD
$135M
$49.4K 0.04%
1,776
TMO icon
281
Thermo Fisher Scientific
TMO
$176B
$48.7K 0.04%
99
+63
VHT icon
282
Vanguard Health Care ETF
VHT
$16.3B
$48.2K 0.04%
177
+9
AVEM icon
283
Avantis Emerging Markets Equity ETF
AVEM
$26.4B
$48.1K 0.04%
597
-106
DXJ icon
284
WisdomTree Japan Hedged Equity Fund
DXJ
$6.86B
$47.7K 0.03%
301
+147
OVLH icon
285
Overlay Shares Hedged Large Cap Equity ETF
OVLH
$116M
$47.2K 0.03%
1,247
+28
BIV icon
286
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
$47.2K 0.03%
611
+15
UFO icon
287
Procure Space ETF
UFO
$1.09B
$46.5K 0.03%
+1,037
CMCSA icon
288
Comcast
CMCSA
$84B
$46.1K 0.03%
1,604
+1,337
FMB icon
289
First Trust Managed Municipal ETF
FMB
$2.04B
$46K 0.03%
909
-722
COF icon
290
Capital One
COF
$111B
$45.6K 0.03%
250
+143
FV icon
291
First Trust Dorsey Wright Focus 5 ETF
FV
$3.89B
$45.3K 0.03%
750
CSCO icon
292
Cisco
CSCO
$499B
$44.6K 0.03%
575
+473
MOO icon
293
VanEck Agribusiness ETF
MOO
$946M
$44.5K 0.03%
+527
NFLX icon
294
Netflix
NFLX
$343B
$44.1K 0.03%
459
+149
EEM icon
295
iShares MSCI Emerging Markets ETF
EEM
$31B
$43.6K 0.03%
+768
HACK icon
296
Amplify Cybersecurity ETF
HACK
$2.53B
$43.6K 0.03%
580
+198
GE icon
297
GE Aerospace
GE
$328B
$43.1K 0.03%
152
DTCR icon
298
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.17B
$42.5K 0.03%
+1,773
FNOV icon
299
FT Vest US Equity Buffer ETF November
FNOV
$1.25B
$41.9K 0.03%
785
PFEB icon
300
Innovator US Equity Power Buffer ETF February
PFEB
$933M
$41.9K 0.03%
1,044
-206
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