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
526
$1.43K ﹤0.01%
+82
527
$1.38K ﹤0.01%
+33
528
$1.31K ﹤0.01%
7
529
$1.09K ﹤0.01%
8
530
$1.05K ﹤0.01%
+21
531
$1.01K ﹤0.01%
30
-50
532
$1K ﹤0.01%
47
533
$983 ﹤0.01%
39
534
$977 ﹤0.01%
+8
535
$974 ﹤0.01%
+38
536
$973 ﹤0.01%
6
-6
537
$972 ﹤0.01%
+21
538
$968 ﹤0.01%
+38
539
$916 ﹤0.01%
+34
540
$915 ﹤0.01%
22
541
$900 ﹤0.01%
100
542
$894 ﹤0.01%
+8
543
$865 ﹤0.01%
+3
544
$855 ﹤0.01%
+23
545
$843 ﹤0.01%
+10
546
$838 ﹤0.01%
+10
547
$832 ﹤0.01%
72
548
$773 ﹤0.01%
+1
549
$760 ﹤0.01%
+14
550
$625 ﹤0.01%
24
20 21
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