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
$81.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$5.4M
3
+$3.35M
4
OVL icon
Overlay Shares Large Cap Equity ETF
OVL
+$2.46M
5
OVB icon
Overlay Shares Core Bond ETF
OVB
+$1.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.1%
2 Consumer Discretionary 1.66%
3 Financials 1.62%
4 Communication Services 1.3%
5 Healthcare 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.72K ﹤0.01%
+83
527
$1.7K ﹤0.01%
+4
528
$1.69K ﹤0.01%
+7
529
$1.44K ﹤0.01%
+8
530
$1.44K ﹤0.01%
+30
531
$1.43K ﹤0.01%
+29
532
$1.41K ﹤0.01%
+19
533
$1.38K ﹤0.01%
+20
534
$1.34K ﹤0.01%
+126
535
$1.33K ﹤0.01%
+56
536
$1.26K ﹤0.01%
+12
537
$1.21K ﹤0.01%
+7
538
$1.13K ﹤0.01%
+5
539
$1.01K ﹤0.01%
+47
540
$1K ﹤0.01%
+8
541
$960 ﹤0.01%
+39
542
$915 ﹤0.01%
+22
543
$913 ﹤0.01%
+64
544
$821 ﹤0.01%
+100
545
$813 ﹤0.01%
+8
546
$763 ﹤0.01%
+72
547
$710 ﹤0.01%
+65
548
$626 ﹤0.01%
+61
549
$620 ﹤0.01%
+24
550
$619 ﹤0.01%
+54
20 21
22
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