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
426
$6.08K 0.01%
+300
427
$5.95K 0.01%
+137
428
$5.95K 0.01%
+240
429
$5.91K 0.01%
+139
430
$5.91K 0.01%
+40
431
$5.87K 0.01%
+239
432
$5.86K 0.01%
+162
433
$5.82K 0.01%
+54
434
$5.81K 0.01%
+179
435
$5.79K 0.01%
+20
436
$5.77K 0.01%
+183
437
$5.75K 0.01%
+55
438
$5.72K 0.01%
+14
439
$5.7K 0.01%
+31
440
$5.63K 0.01%
+150
441
$5.46K 0.01%
+50
442
$5.44K 0.01%
+100
443
$5.31K 0.01%
+110
444
$5.28K 0.01%
+30
445
$5.17K 0.01%
+77
446
$5.15K 0.01%
+20
447
$5.13K 0.01%
+66
448
$5.11K 0.01%
+75
449
$5.02K 0.01%
+149
450
$4.97K 0.01%
+200
16 17
18
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