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
376
$8.58K 0.01%
+75
377
$8.54K 0.01%
+31
378
$8.49K 0.01%
+752
379
$8.41K 0.01%
+300
380
$8.25K 0.01%
+334
381
$8.19K 0.01%
+264
382
$8K 0.01%
+41
383
$7.99K 0.01%
+793
384
$7.92K 0.01%
+243
385
$7.77K 0.01%
+200
386
$7.63K 0.01%
+71
387
$7.59K 0.01%
+87
388
$7.55K 0.01%
+100
389
$7.51K 0.01%
+99
390
$7.47K 0.01%
+165
391
$7.38K 0.01%
+48
392
$7.33K 0.01%
+648
393
$7.2K 0.01%
+126
394
$7.18K 0.01%
+102
395
$7.08K 0.01%
+23
396
$7.06K 0.01%
+89
397
$7K 0.01%
+144
398
$6.99K 0.01%
+36
399
$6.97K 0.01%
+100
400
$6.96K 0.01%
+384
14 15
16
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