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
GMAY icon
401
FT Vest US Equity Moderate Buffer ETF May
GMAY
$455M
$22.7K 0.02%
552
IQV icon
402
IQVIA
IQV
$30.4B
$22.5K 0.02%
+132
AVDV icon
403
Avantis International Small Cap Value ETF
AVDV
$19.6B
$22.4K 0.02%
224
MRVL icon
404
Marvell Technology
MRVL
$264B
$22.3K 0.02%
225
NUE icon
405
Nucor
NUE
$58.7B
$22.1K 0.02%
131
+6
UMAY icon
406
Innovator US Equity Ultra Buffer ETF May
UMAY
$150M
$22.1K 0.02%
600
OHI icon
407
Omega Healthcare
OHI
$13.1B
$21.9K 0.02%
500
LOUP icon
408
Innovator Deepwater Frontier Tech ETF
LOUP
$220M
$21.7K 0.02%
315
ONEQ icon
409
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
$21.6K 0.02%
254
USAU icon
410
US Gold Corp
USAU
$254M
$21.3K 0.02%
1,400
OMC icon
411
Omnicom Group
OMC
$21B
$21.1K 0.02%
+280
PANW icon
412
Palo Alto Networks
PANW
$227B
$21K 0.02%
131
+27
LCTD icon
413
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$240M
$21K 0.02%
379
CMG icon
414
Chipotle Mexican Grill
CMG
$36.9B
$20.8K 0.02%
650
+50
SIL icon
415
Global X Silver Miners ETF NEW
SIL
$4.9B
$20.4K 0.01%
+227
PHYS icon
416
Sprott Physical Gold
PHYS
$16B
$20.3K 0.01%
572
XLI icon
417
State Street Industrial Select Sector SPDR ETF
XLI
$30.5B
$20.2K 0.01%
125
COPX icon
418
Global X Copper Miners ETF NEW
COPX
$8.19B
$20.2K 0.01%
264
UNP icon
419
Union Pacific
UNP
$156B
$20.1K 0.01%
+83
DAL icon
420
Delta Air Lines
DAL
$51.8B
$19.7K 0.01%
297
RTX icon
421
RTX Corp
RTX
$232B
$19.5K 0.01%
+101
DX
422
Dynex Capital
DX
$2.75B
$19.3K 0.01%
1,510
SHW icon
423
Sherwin-Williams
SHW
$73.1B
$19.2K 0.01%
60
+29
RFFC icon
424
ALPS Active Equity Opportunity ETF
RFFC
$29.6M
$19.2K 0.01%
289
+13
TRP icon
425
TC Energy
TRP
$70.6B
$19.2K 0.01%
306
+251