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
301
$17.4K 0.02%
+225
302
$17.3K 0.02%
+500
303
$17.1K 0.02%
+1,400
304
$17.1K 0.02%
+42
305
$16.9K 0.02%
+31
306
$16.9K 0.02%
+181
307
$16.6K 0.02%
+276
308
$16.3K 0.02%
+187
309
$16.2K 0.02%
+167
310
$16.2K 0.02%
+623
311
$16.1K 0.02%
+124
312
$16K 0.02%
+645
313
$15.8K 0.02%
+69
314
$15.8K 0.02%
+127
315
$15.7K 0.02%
+670
316
$15.6K 0.02%
+224
317
$15.6K 0.02%
+227
318
$15.4K 0.02%
+48
319
$14.8K 0.02%
+806
320
$14.8K 0.02%
+19
321
$14.6K 0.02%
+297
322
$14.3K 0.02%
+70
323
$14.3K 0.02%
+62
324
$14.1K 0.02%
+160
325
$14.1K 0.02%
+350