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
$97.4M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.83M
3
+$1.77M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.67M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.5M

Top Sells

1
+$5.06M
2
+$870K
3
+$549K
4
OVL icon
Overlay Shares Large Cap Equity ETF
OVL
+$531K
5
QFLR icon
Innovator Nasdaq-100 Managed Floor ETF
QFLR
+$448K

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
476
$2.96K ﹤0.01%
12
+1
477
$2.91K ﹤0.01%
+26
478
$2.79K ﹤0.01%
41
479
$2.78K ﹤0.01%
100
480
$2.74K ﹤0.01%
+10
481
$2.73K ﹤0.01%
4
-15
482
$2.73K ﹤0.01%
+72
483
$2.71K ﹤0.01%
200
484
$2.7K ﹤0.01%
28
485
$2.63K ﹤0.01%
+14
486
$2.61K ﹤0.01%
10
-8
487
$2.59K ﹤0.01%
+7
488
$2.45K ﹤0.01%
+106
489
$2.42K ﹤0.01%
60
490
$2.38K ﹤0.01%
+44
491
$2.37K ﹤0.01%
69
+11
492
$2.37K ﹤0.01%
+26
493
$2.35K ﹤0.01%
+62
494
$2.32K ﹤0.01%
+98
495
$2.31K ﹤0.01%
52
-45
496
$2.31K ﹤0.01%
23
497
$2.28K ﹤0.01%
16
498
$2.27K ﹤0.01%
+116
499
$2.25K ﹤0.01%
+54
500
$2.24K ﹤0.01%
+165
18 19
20
21 22