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
MAR icon
576
Marriott International
MAR
$98.6B
$6.54K ﹤0.01%
20
+7
GNOM icon
577
Global X Genomics & Biotechnology ETF
GNOM
$54M
$6.52K ﹤0.01%
149
DGRS icon
578
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$380M
$6.46K ﹤0.01%
122
QCOM icon
579
Qualcomm
QCOM
$254B
$6.44K ﹤0.01%
50
-22
TGT icon
580
Target
TGT
$55.9B
$6.42K ﹤0.01%
53
+13
CWT icon
581
California Water Service
CWT
$2.71B
$6.39K ﹤0.01%
141
IDU icon
582
iShares US Utilities ETF
IDU
$1.43B
$6.39K ﹤0.01%
55
VGIT icon
583
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.1B
$6.37K ﹤0.01%
+107
BLOK icon
584
Amplify Blockchain Technology ETF
BLOK
$1.42B
$6.28K ﹤0.01%
126
FSSL
585
FS Specialty Lending Fund
FSSL
$893M
$6.24K ﹤0.01%
499
IJJ icon
586
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.54B
$6.23K ﹤0.01%
47
FLQM icon
587
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.55B
$6.21K ﹤0.01%
113
DNP icon
588
DNP Select Income Fund
DNP
$4.01B
$6.19K ﹤0.01%
601
RFCI icon
589
ALPS Dynamic Core Income ETF
RFCI
$15.7M
$6.16K ﹤0.01%
275
MARA icon
590
Marathon Digital Holdings
MARA
$5.44B
$6.12K ﹤0.01%
750
TD icon
591
Toronto Dominion Bank
TD
$187B
$6.07K ﹤0.01%
65
GVAL icon
592
Cambria Global Value ETF
GVAL
$451M
$5.97K ﹤0.01%
180
VICR icon
593
Vicor
VICR
$15.2B
$5.96K ﹤0.01%
+37
HYMB icon
594
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.95B
$5.95K ﹤0.01%
240
CB icon
595
Chubb
CB
$121B
$5.87K ﹤0.01%
18
SDCI icon
596
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$603M
$5.83K ﹤0.01%
214
SPGP icon
597
Invesco S&P 500 GARP ETF
SPGP
$2.21B
$5.81K ﹤0.01%
54
MPLX icon
598
MPLX
MPLX
$56.5B
$5.71K ﹤0.01%
+100
SPIB icon
599
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
$5.67K ﹤0.01%
169
-29
EQT icon
600
EQT Corp
EQT
$34.2B
$5.66K ﹤0.01%
+89