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
WTMF icon
451
WisdomTree Managed Futures Strategy Fund
WTMF
$235M
$16K 0.01%
404
-1
PPI icon
452
AXS Astoria Inflation Sensitive ETF
PPI
$159M
$16K 0.01%
770
-1
CRWD icon
453
CrowdStrike
CRWD
$193B
$15.6K 0.01%
40
+6
SAR icon
454
Saratoga Investment
SAR
$367M
$15.3K 0.01%
701
IX icon
455
ORIX
IX
$43.2B
$15K 0.01%
500
RSG icon
456
Republic Services
RSG
$62.7B
$14.9K 0.01%
68
BUFR icon
457
FT Vest Fund of Buffer ETFs
BUFR
$9.6B
$14.9K 0.01%
440
AR icon
458
Antero Resources
AR
$11.3B
$14.9K 0.01%
350
DIA icon
459
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.7B
$14.8K 0.01%
32
TRIN icon
460
Trinity Capital
TRIN
$1.53B
$14.7K 0.01%
1,000
ECL icon
461
Ecolab
ECL
$72.7B
$14.6K 0.01%
+55
IYF icon
462
iShares US Financials ETF
IYF
$3.45B
$14.6K 0.01%
124
GLP icon
463
Global Partners
GLP
$1.69B
$14.5K 0.01%
345
SNOW icon
464
Snowflake
SNOW
$85.9B
$14.5K 0.01%
96
+53
PYPL icon
465
PayPal
PYPL
$37.6B
$14.5K 0.01%
+320
IWR icon
466
iShares Russell Mid-Cap ETF
IWR
$55.2B
$14.4K 0.01%
148
VSS icon
467
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.6B
$14.3K 0.01%
98
+82
JSI icon
468
Janus Henderson Securitized Income ETF
JSI
$1.51B
$14.3K 0.01%
277
OVF icon
469
Overlay Shares Foreign Equity ETF
OVF
$40.9M
$14.2K 0.01%
484
GCC icon
470
WisdomTree Enhanced Commodity Strategy Fund
GCC
$287M
$14.1K 0.01%
587
-1
PRU icon
471
Prudential Financial
PRU
$35B
$14K 0.01%
143
+9
SCHV icon
472
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$13.9K 0.01%
456
IXUS icon
473
iShares Core MSCI Total International Stock ETF
IXUS
$58.7B
$13.9K 0.01%
160
COIN icon
474
Coinbase
COIN
$43.8B
$13.6K 0.01%
78
+28
EZM icon
475
WisdomTree US MidCap Fund
EZM
$903M
$13.4K 0.01%
200
17 18
19
20 21