EWM
Evolution Wealth Management Portfolio holdings
AUM
$81.2M
This Quarter Return
+9.15%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$81.2M
AUM Growth
–
Cap. Flow
+$81.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.95%
Holding
579
New
579
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.11% |
| 2 | Consumer Discretionary | 1.66% |
| 3 | Financials | 1.62% |
| 4 | Communication Services | 1.3% |
| 5 | Healthcare | 0.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Celsius Holdings
CELH
$15.8B
| $6.96K | 0.01% |
+150
| New | +$6.96K |
|
|
NNE
402
Nano Nuclear Energy
NNE
$1.36B
| $6.9K | 0.01% |
+200
| New | +$6.9K |
|
403
SiriusXM
SIRI
$7.78B
| $6.87K | 0.01% |
+299
| New | +$6.87K |
|
404
iShares Core S&P Small-Cap ETF
IJR
$84.5B
| $6.78K | 0.01% |
+62
| New | +$6.78K |
|
405
Xometry
XMTR
$2.59B
| $6.76K | 0.01% |
+200
| New | +$6.76K |
|
406
Netflix
NFLX
$516B
| $6.7K | 0.01% |
+5
| New | +$6.7K |
|
407
Crown Castle
CCI
$42.7B
| $6.68K | 0.01% |
+65
| New | +$6.68K |
|
408
iShares Core MSCI Total International Stock ETF
IXUS
$47.5B
| $6.65K | 0.01% |
+86
| New | +$6.65K |
|
409
Vanguard Small-Cap Growth ETF
VBK
$20B
| $6.65K | 0.01% |
+24
| New | +$6.65K |
|
410
Caterpillar
CAT
$195B
| $6.6K | 0.01% |
+17
| New | +$6.6K |
|
411
WisdomTree Cybersecurity Fund
WCBR
$129M
| $6.45K | 0.01% |
+202
| New | +$6.45K |
|
412
Texas Instruments
TXN
$182B
| $6.44K | 0.01% |
+31
| New | +$6.44K |
|
413
DraftKings
DKNG
$23.8B
| $6.43K | 0.01% |
+150
| New | +$6.43K |
|
414
Vertiv
VRT
$47.4B
| $6.42K | 0.01% |
+50
| New | +$6.42K |
|
415
GSK
GSK
$78.5B
| $6.41K | 0.01% |
+167
| New | +$6.41K |
|
416
Establishment Labs
ESTA
$1.17B
| $6.41K | 0.01% |
+150
| New | +$6.41K |
|
417
TE Connectivity
TEL
$60.4B
| $6.24K | 0.01% |
+37
| New | +$6.24K |
|
418
Dominion Energy
D
$50.5B
| $6.22K | 0.01% |
+110
| New | +$6.22K |
|
419
RiverFront Dynamic Core Income
RFCI
$18M
| $6.21K | 0.01% |
+275
| New | +$6.21K |
|
420
Invesco WilderHill Clean Energy ETF
PBW
$349M
| $6.2K | 0.01% |
+311
| New | +$6.2K |
|
421
Autodesk
ADSK
$68.3B
| $6.19K | 0.01% |
+20
| New | +$6.19K |
|
422
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.14B
| $6.18K | 0.01% |
+130
| New | +$6.18K |
|
423
T Rowe Price
TROW
$23.2B
| $6.18K | 0.01% |
+64
| New | +$6.18K |
|
424
Procter & Gamble
PG
$370B
| $6.14K | 0.01% |
+39
| New | +$6.14K |
|
425
Realty Income
O
$52.8B
| $6.11K | 0.01% |
+106
| New | +$6.11K |
|