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
$121M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1 +$5.5M
2 +$2.09M
3 +$935K
4
NVDA icon
NVIDIA
NVDA
+$843K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$735K

Sector Composition

1 Technology 4.74%
2 Financials 1.99%
3 Consumer Discretionary 1.32%
4 Healthcare 1.04%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TSM icon
476
TSMC
TSM
$1.85T
$7.9K 0.01%
26
+20
CSQ icon
477
Calamos Strategic Total Return Fund
CSQ
$3.02B
$7.87K 0.01%
410
CSCO icon
478
Cisco
CSCO
$319B
$7.86K 0.01%
102
+76
XRPI
479
Volatility Shares Trust XRP ETF
XRPI
$109M
$7.61K 0.01%
720
IWD icon
480
iShares Russell 1000 Value ETF
IWD
$70.2B
$7.57K 0.01%
36
DGRO icon
481
iShares Core Dividend Growth ETF
DGRO
$38.4B
$7.57K 0.01%
+109
SGOL icon
482
abrdn Physical Gold Shares ETF
SGOL
$8.92B
$7.52K 0.01%
183
WMB icon
483
Williams Companies
WMB
$92.6B
$7.51K 0.01%
+125
VCLT icon
484
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.74B
$7.51K 0.01%
99
LUV icon
485
Southwest Airlines
LUV
$23.2B
$7.4K 0.01%
179
VBK icon
486
Vanguard Small-Cap Growth ETF
VBK
$21.2B
$7.25K 0.01%
24
AYI icon
487
Acuity Brands
AYI
$8.49B
$7.2K 0.01%
+20
BLOK icon
488
Amplify Blockchain Technology ETF
BLOK
$1.05B
$7.17K 0.01%
126
FSSL
489
FS Specialty Lending Fund
FSSL
$7.06K 0.01%
+499
BMY icon
490
Bristol-Myers Squibb
BMY
$127B
$7.01K 0.01%
130
+25
NICE icon
491
Nice
NICE
$7.83B
$7.01K 0.01%
+62
HSY icon
492
Hershey
HSY
$47B
$6.92K 0.01%
+38
HIG icon
493
Hartford Financial Services
HIG
$39.2B
$6.89K 0.01%
+50
OVS icon
494
Overlay Shares Small Cap Equity ETF
OVS
$19.1M
$6.81K 0.01%
+191
GNOM icon
495
Global X Genomics & Biotechnology ETF
GNOM
$51.5M
$6.77K 0.01%
149
ZS icon
496
Zscaler
ZS
$24.9B
$6.75K 0.01%
30
MARA icon
497
Marathon Digital Holdings
MARA
$3.51B
$6.74K 0.01%
750
NCLH icon
498
Norwegian Cruise Line
NCLH
$9.61B
$6.7K 0.01%
300
SPIB icon
499
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$6.69K 0.01%
198
+142
EMR icon
500
Emerson Electric
EMR
$81.6B
$6.64K 0.01%
+50