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
326
$13.2K 0.02%
+599
327
$12.6K 0.02%
+456
328
$12.6K 0.02%
+500
329
$12.1K 0.01%
+212
330
$12K 0.01%
+221
331
$11.9K 0.01%
+50
332
$11.8K 0.01%
+500
333
$11.8K 0.01%
+750
334
$11.7K 0.01%
+102
335
$11.6K 0.01%
+229
336
$11.6K 0.01%
+172
337
$11.5K 0.01%
+100
338
$11.4K 0.01%
+78
339
$11.4K 0.01%
+159
340
$11.3K 0.01%
+160
341
$11.3K 0.01%
+500
342
$11.3K 0.01%
+3,896
343
$11.1K 0.01%
+1,027
344
$11.1K 0.01%
+363
345
$11.1K 0.01%
+50
346
$11K 0.01%
+1,000
347
$10.8K 0.01%
+206
348
$10.8K 0.01%
+104
349
$10.8K 0.01%
+720
350
$10.7K 0.01%
+96