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
$97.4M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.83M
3
+$1.77M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.67M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.5M

Top Sells

1
+$5.06M
2
+$870K
3
+$549K
4
OVL icon
Overlay Shares Large Cap Equity ETF
OVL
+$531K
5
QFLR icon
Innovator Nasdaq-100 Managed Floor ETF
QFLR
+$448K

Sector Composition

1 Technology 3.82%
2 Financials 1.74%
3 Consumer Discretionary 1.24%
4 Communication Services 1.18%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5.98K 0.01%
240
427
$5.97K 0.01%
+439
428
$5.92K 0.01%
+50
429
$5.9K 0.01%
122
-43
430
$5.79K 0.01%
149
431
$5.74K 0.01%
150
432
$5.74K 0.01%
37
-11
433
$5.71K 0.01%
179
434
$5.7K 0.01%
162
435
$5.7K 0.01%
31
436
$5.69K 0.01%
34
437
$5.66K 0.01%
+114
438
$5.64K 0.01%
20
439
$5.64K 0.01%
+40
440
$5.53K 0.01%
16
-41
441
$5.43K 0.01%
266
-333
442
$5.4K 0.01%
+25
443
$5.39K 0.01%
114
444
$5.37K 0.01%
277
-975
445
$5.37K 0.01%
+14
446
$5.35K 0.01%
93
-128
447
$5.27K 0.01%
46
+34
448
$5.2K 0.01%
200
449
$5.19K 0.01%
110
450
$5.17K 0.01%
106
+1
16 17
18
19 20