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
POWL icon
326
Powell Industries
POWL
$10.9B
$35.7K 0.03%
198
-57
VNLA icon
327
Janus Henderson Short Duration Income ETF
VNLA
$3.28B
$35.5K 0.03%
727
TFC icon
328
Truist Financial
TFC
$59.1B
$35.2K 0.03%
765
+732
XLK icon
329
State Street Technology Select Sector SPDR ETF
XLK
$128B
$35.1K 0.03%
264
UNH icon
330
UnitedHealth
UNH
$342B
$34.9K 0.03%
129
+64
VMBS icon
331
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.1B
$34.7K 0.03%
740
HON icon
332
Honeywell
HON
$141B
$34.6K 0.03%
153
+151
AMP icon
333
Ameriprise Financial
AMP
$39.6B
$34.2K 0.03%
+77
CTAS icon
334
Cintas
CTAS
$69.9B
$33.8K 0.02%
200
VT icon
335
Vanguard Total World Stock ETF
VT
$75.1B
$33.5K 0.02%
242
-107
GDX icon
336
VanEck Gold Miners ETF
GDX
$25.9B
$33.2K 0.02%
+362
EUSB icon
337
iShares ESG Advanced Universal USD Bond ETF
EUSB
$701M
$33.2K 0.02%
763
FAUG icon
338
FT Vest US Equity Buffer ETF August
FAUG
$1.18B
$33K 0.02%
637
-144
FSMB icon
339
First Trust Short Duration Managed Municipal ETF
FSMB
$612M
$32.7K 0.02%
1,640
SSO icon
340
ProShares Ultra S&P500
SSO
$8.33B
$32.7K 0.02%
630
BOTZ icon
341
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.75B
$32.6K 0.02%
980
NTSX icon
342
WisdomTree US Efficient Core Fund
NTSX
$1.38B
$32.5K 0.02%
623
MET icon
343
MetLife
MET
$52.1B
$32.1K 0.02%
454
-8
NTR icon
344
Nutrien
NTR
$33B
$32.1K 0.02%
+425
AXP icon
345
American Express
AXP
$205B
$32.1K 0.02%
106
+39
SYY icon
346
Sysco
SYY
$36B
$31.9K 0.02%
447
+322
PHYL icon
347
PGIM Active High Yield Bond ETF
PHYL
$1.3B
$31.9K 0.02%
920
-9
LIN icon
348
Linde
LIN
$235B
$31.7K 0.02%
64
+16
TFLO icon
349
iShares Treasury Floating Rate Bond ETF
TFLO
$6.59B
$31.7K 0.02%
626
DMXF icon
350
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1.15B
$31.6K 0.02%
419
12 13
14
15 16