EWM

Evolution Wealth Management Portfolio holdings

AUM $97.4M
This Quarter Est. Return
1 Year Est. Return
–
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
+$2.71M
2
+$1.88M
3
+$1.8M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.74M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.54M

Top Sells

1
+$5.24M
2
+$912K
3
+$570K
4
OVL icon
Overlay Shares Large Cap Equity ETF
OVL
+$554K
5
QFLR icon
Innovator Nasdaq-100 Managed Floor ETF
QFLR
+$471K

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
PGR icon
476
Progressive
PGR
$133B
$2.96K ﹤0.01%
12
+1
WPM icon
477
Wheaton Precious Metals
WPM
$49B
$2.91K ﹤0.01%
+26
ZROZ icon
478
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.68B
$2.79K ﹤0.01%
41
RWX icon
479
SPDR Dow Jones International Real Estate ETF
RWX
$293M
$2.78K ﹤0.01%
100
ECL icon
480
Ecolab
ECL
$74.9B
$2.74K ﹤0.01%
+10
INTU icon
481
Intuit
INTU
$180B
$2.73K ﹤0.01%
4
-15
XSOE icon
482
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.85B
$2.73K ﹤0.01%
+72
ZIM icon
483
ZIM Integrated Shipping Services
ZIM
$2.39B
$2.71K ﹤0.01%
200
IEF icon
484
iShares 7-10 Year Treasury Bond ETF
IEF
$45.2B
$2.7K ﹤0.01%
28
VOX icon
485
Vanguard Communication Services ETF
VOX
$5.84B
$2.63K ﹤0.01%
+14
ITW icon
486
Illinois Tool Works
ITW
$72.5B
$2.61K ﹤0.01%
10
-8
SYK icon
487
Stryker
SYK
$140B
$2.59K ﹤0.01%
+7
PZA icon
488
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.3B
$2.45K ﹤0.01%
+106
JPMB icon
489
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$60.9M
$2.42K ﹤0.01%
60
IGIB icon
490
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
$2.38K ﹤0.01%
+44
SLB icon
491
SLB Ltd
SLB
$56.1B
$2.37K ﹤0.01%
69
+11
WTV icon
492
WisdomTree US Value Fund
WTV
$2.06B
$2.37K ﹤0.01%
+26
WTMF icon
493
WisdomTree Managed Futures Strategy Fund
WTMF
$188M
$2.35K ﹤0.01%
+62
CRDT icon
494
Simplify Opportunistic Income ETF
CRDT
$70.5M
$2.32K ﹤0.01%
+98
AVRE icon
495
Avantis Real Estate ETF
AVRE
$668M
$2.31K ﹤0.01%
52
-45
RWR icon
496
State Street SPDR Dow Jones REIT ETF
RWR
$1.73B
$2.31K ﹤0.01%
23
VSS icon
497
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.7B
$2.28K ﹤0.01%
16
BSCQ icon
498
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.26B
$2.27K ﹤0.01%
+116
IXC icon
499
iShares Global Energy ETF
IXC
$1.91B
$2.25K ﹤0.01%
+54
AMLX icon
500
Amylyx Pharmaceuticals
AMLX
$1.56B
$2.24K ﹤0.01%
+165
18 19
20
21 22