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
BNS icon
426
Scotiabank
BNS
$92B
$11.8K 0.01%
+160
VTWO icon
427
Vanguard Russell 2000 ETF
VTWO
$14B
$11.7K 0.01%
118
+31
DHR icon
428
Danaher
DHR
$145B
$11.4K 0.01%
+50
COIN icon
429
Coinbase
COIN
$55.2B
$11.3K 0.01%
50
-7
EWBC icon
430
East-West Bancorp
EWBC
$15.4B
$11.2K 0.01%
+100
FAPR icon
431
FT Vest US Equity Buffer ETF April
FAPR
$991M
$11.1K 0.01%
250
QGRW icon
432
WisdomTree US Quality Growth Fund
QGRW
$2.15B
$11K 0.01%
188
MLPX icon
433
Global X MLP & Energy Infrastructure ETF
MLPX
$3.3B
$10.9K 0.01%
+180
CAT icon
434
Caterpillar
CAT
$341B
$10.9K 0.01%
19
XAR icon
435
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.27B
$10.7K 0.01%
44
+9
MDT icon
436
Medtronic
MDT
$123B
$10.7K 0.01%
111
PFE icon
437
Pfizer
PFE
$151B
$10.7K 0.01%
428
+162
TJX icon
438
TJX Companies
TJX
$180B
$10.6K 0.01%
69
IGV icon
439
iShares Expanded Tech-Software Sector ETF
IGV
$9.07B
$10.6K 0.01%
100
+20
OVM icon
440
Overlay Shares Municipal Bond ETF
OVM
$33.3M
$10.5K 0.01%
491
SCHB icon
441
Schwab US Broad Market ETF
SCHB
$38.6B
$10.5K 0.01%
401
CORP icon
442
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.5B
$10.3K 0.01%
+105
CLSK icon
443
CleanSpark
CLSK
$2.73B
$10.1K 0.01%
1,000
EPD icon
444
Enterprise Products Partners
EPD
$80.4B
$10.1K 0.01%
314
+50
SHW icon
445
Sherwin-Williams
SHW
$86.1B
$10K 0.01%
31
+30
DG icon
446
Dollar General
DG
$33.4B
$9.96K 0.01%
75
ARKG icon
447
ARK Genomic Revolution ETF
ARKG
$1.22B
$9.79K 0.01%
338
HL icon
448
Hecla Mining
HL
$14.6B
$9.6K 0.01%
500
RWX icon
449
State Street SPDR Dow Jones International Real Estate ETF
RWX
$298M
$9.58K 0.01%
342
+242
VIS icon
450
Vanguard Industrials ETF
VIS
$7.37B
$9.55K 0.01%
32
-12