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
NKE icon
501
Nike
NKE
$64.4B
$10.9K 0.01%
+207
TDY icon
502
Teledyne Technologies
TDY
$28.8B
$10.9K 0.01%
18
INTU icon
503
Intuit
INTU
$85.2B
$10.8K 0.01%
25
+20
DOCU
504
DocuSign
DOCU
$10.2B
$10.7K 0.01%
226
-80
EWBC icon
505
East-West Bancorp
EWBC
$16.6B
$10.7K 0.01%
100
AMAT icon
506
Applied Materials
AMAT
$396B
$10.7K 0.01%
31
OVM icon
507
Overlay Shares Municipal Bond ETF
OVM
$37.7M
$10.5K 0.01%
491
BJUL icon
508
Innovator US Equity Buffer ETF July
BJUL
$275M
$10.5K 0.01%
211
-1,223
CNR
509
Core Natural Resources Inc
CNR
$4.75B
$10.5K 0.01%
100
CORP icon
510
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.6B
$10.2K 0.01%
105
TAP icon
511
Molson Coors Class B
TAP
$7.21B
$10.2K 0.01%
+236
ICE icon
512
Intercontinental Exchange
ICE
$79B
$10.1K 0.01%
+64
SCHB icon
513
Schwab US Broad Market ETF
SCHB
$43.3B
$10.1K 0.01%
401
TKR icon
514
Timken Company
TKR
$9.14B
$10.1K 0.01%
100
QGRW icon
515
WisdomTree US Quality Growth Fund
QGRW
$2.66B
$10K 0.01%
188
VIS icon
516
Vanguard Industrials ETF
VIS
$7.81B
$9.99K 0.01%
32
PBW icon
517
Invesco WilderHill Clean Energy ETF
PBW
$581M
$9.82K 0.01%
311
TJX icon
518
TJX Companies
TJX
$171B
$9.74K 0.01%
61
-8
TTWO icon
519
Take-Two Interactive
TTWO
$40.4B
$9.68K 0.01%
+49
FICO icon
520
Fair Isaac
FICO
$27.2B
$9.61K 0.01%
+9
DFAX icon
521
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.1B
$9.58K 0.01%
282
HL icon
522
Hecla Mining
HL
$11.3B
$9.31K 0.01%
500
AJG icon
523
Arthur J. Gallagher & Co
AJG
$51.7B
$9.31K 0.01%
43
+20
RWX icon
524
State Street SPDR Dow Jones International Real Estate ETF
RWX
$260M
$9.21K 0.01%
346
+4
SO icon
525
Southern Company
SO
$103B
$9.17K 0.01%
+95