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
451
$4.96K 0.01%
+17
452
$4.93K 0.01%
+3,500
453
$4.89K 0.01%
+350
454
$4.87K 0.01%
+25
455
$4.8K 0.01%
+33
456
$4.79K 0.01%
+114
457
$4.65K 0.01%
+600
458
$4.65K 0.01%
+453
459
$4.64K 0.01%
+231
460
$4.59K 0.01%
+120
461
$4.5K 0.01%
+18
462
$4.49K 0.01%
+41
463
$4.47K 0.01%
+20
464
$4.45K 0.01%
+14
465
$4.42K 0.01%
+13
466
$4.37K 0.01%
+20
467
$4.28K 0.01%
+97
468
$4.19K 0.01%
+34
469
$4.14K 0.01%
+90
470
$4.04K 0.01%
+105
471
$4K ﹤0.01%
+33
472
$3.98K ﹤0.01%
+100
473
$3.95K ﹤0.01%
+40
474
$3.84K ﹤0.01%
+100
475
$3.73K ﹤0.01%
+76
17 18
19
20 21