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
HBT icon
476
HBT Financial
HBT
$1.02B
$13.4K 0.01%
500
MLPX icon
477
Global X MLP & Energy Infrastructure ETF
MLPX
$3.65B
$13.3K 0.01%
180
MGK icon
478
Vanguard Mega Cap Growth ETF
MGK
$34.6B
$13.2K 0.01%
180
PNOV icon
479
Innovator US Equity Power Buffer ETF November
PNOV
$925M
$13.2K 0.01%
323
RFEM icon
480
First Trust RiverFront Dynamic Emerging Markets ETF
RFEM
$81.7M
$13.1K 0.01%
159
DFAC icon
481
Dimensional US Core Equity 2 ETF
DFAC
$46.8B
$13K 0.01%
334
CSX icon
482
CSX Corp
CSX
$86.9B
$12.7K 0.01%
309
+159
DMAR icon
483
FT Vest US Equity Deep Buffer ETF March
DMAR
$418M
$12.4K 0.01%
293
-1,904
AVRE icon
484
Avantis Real Estate ETF
AVRE
$804M
$12.2K 0.01%
278
SCHW icon
485
Charles Schwab
SCHW
$149B
$12.2K 0.01%
130
+71
ITOT icon
486
iShares Core S&P Total US Stock Market ETF
ITOT
$93.5B
$12.1K 0.01%
85
RLJ.PRA icon
487
RLJ Lodging Trust $1.95 Series A Preferred Stock
RLJ.PRA
$326M
$12.1K 0.01%
500
JAAA icon
488
Janus Henderson AAA CLO ETF
JAAA
$27.3B
$12K 0.01%
238
AMGN icon
489
Amgen
AMGN
$178B
$12K 0.01%
34
+5
APP icon
490
Applovin
APP
$194B
$11.9K 0.01%
30
+16
EPD icon
491
Enterprise Products Partners
EPD
$82.5B
$11.9K 0.01%
314
VTWO icon
492
Vanguard Russell 2000 ETF
VTWO
$16.6B
$11.8K 0.01%
118
BKR icon
493
Baker Hughes
BKR
$63.7B
$11.6K 0.01%
190
+83
OMF icon
494
OneMain Financial
OMF
$6.17B
$11.3K 0.01%
212
WFC icon
495
Wells Fargo
WFC
$238B
$11.3K 0.01%
142
+126
XAR icon
496
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.19B
$11.2K 0.01%
44
FAPR icon
497
FT Vest US Equity Buffer ETF April
FAPR
$1.14B
$11.2K 0.01%
250
BNS icon
498
Scotiabank
BNS
$98.7B
$11.1K 0.01%
160
WM icon
499
Waste Management
WM
$86.6B
$11K 0.01%
48
+10
ED icon
500
Consolidated Edison
ED
$38.9B
$11K 0.01%
97
+15