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
401
$6.96K 0.01%
+150
402
$6.9K 0.01%
+200
403
$6.87K 0.01%
+299
404
$6.78K 0.01%
+62
405
$6.76K 0.01%
+200
406
$6.7K 0.01%
+50
407
$6.68K 0.01%
+65
408
$6.65K 0.01%
+86
409
$6.65K 0.01%
+24
410
$6.6K 0.01%
+17
411
$6.45K 0.01%
+202
412
$6.44K 0.01%
+31
413
$6.43K 0.01%
+150
414
$6.42K 0.01%
+50
415
$6.41K 0.01%
+167
416
$6.41K 0.01%
+150
417
$6.24K 0.01%
+37
418
$6.22K 0.01%
+110
419
$6.21K 0.01%
+275
420
$6.2K 0.01%
+311
421
$6.19K 0.01%
+20
422
$6.18K 0.01%
+130
423
$6.18K 0.01%
+64
424
$6.13K 0.01%
+39
425
$6.11K 0.01%
+106
15 16
17
18 19