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
TMO icon
351
Thermo Fisher Scientific
TMO
$193B
$20.9K 0.02%
36
+10
LCTD icon
352
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$239M
$20.7K 0.02%
379
+149
DAL icon
353
Delta Air Lines
DAL
$41.7B
$20.6K 0.02%
297
LIN icon
354
Linde
LIN
$231B
$20.5K 0.02%
48
-2
NUE icon
355
Nucor
NUE
$40.6B
$20.5K 0.02%
125
DIS icon
356
Walt Disney
DIS
$183B
$19.8K 0.02%
174
+100
ESGE icon
357
iShares ESG Aware MSCI EM ETF
ESGE
$6.26B
$19.4K 0.02%
440
+173
XLI icon
358
State Street Industrial Select Sector SPDR ETF
XLI
$31.6B
$19.4K 0.02%
125
-95
FCTE
359
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$225M
$19.3K 0.02%
+776
MLM icon
360
Martin Marietta Materials
MLM
$39.6B
$19.3K 0.02%
31
PANW icon
361
Palo Alto Networks
PANW
$129B
$19.2K 0.02%
104
MRVL icon
362
Marvell Technology
MRVL
$68.2B
$19.1K 0.02%
225
COPX icon
363
Global X Copper Miners ETF NEW
COPX
$7.75B
$19K 0.02%
+264
PHYS icon
364
Sprott Physical Gold
PHYS
$18.8B
$18.9K 0.02%
+572
AROC icon
365
Archrock
AROC
$6.44B
$18.7K 0.02%
+719
UNM icon
366
Unum
UNM
$11.6B
$18.7K 0.02%
241
RFFC icon
367
ALPS Active Equity Opportunity ETF
RFFC
$28M
$18.5K 0.02%
276
XSOE icon
368
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.89B
$18.3K 0.02%
470
+398
CCL icon
369
Carnival Corp
CCL
$38.8B
$18.3K 0.02%
600
+200
FN icon
370
Fabrinet
FN
$19.8B
$18.2K 0.02%
+40
BLV icon
371
Vanguard Long-Term Bond ETF
BLV
$6.04B
$17.4K 0.01%
250
+26
LTC
372
LTC Properties
LTC
$1.92B
$17.2K 0.01%
500
MPC icon
373
Marathon Petroleum
MPC
$65.1B
$16.8K 0.01%
103
+100
EBAY icon
374
eBay
EBAY
$40.2B
$16.5K 0.01%
+189
C icon
375
Citigroup
C
$195B
$16.4K 0.01%
141
+25