EWM
Evolution Wealth Management Portfolio holdings
AUM
$81.2M
1 Year Est. Return
–
AUM
$81.2M
AUM Growth
–
Holding
579
Top Buys
| 1 | +$13.2M | |
| 2 | +$5.68M | |
| 3 | +$3.6M | |
| 4 |
Overlay Shares Large Cap Equity ETF
OVL
|
+$2.68M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.87M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.11% |
| 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 | |
|---|---|---|---|---|---|---|
576
Adient
ADNT
$1.85B
| $39 | ﹤0.01% |
+2
|
|
||
577
Resideo Technologies
REZI
$6.05B
| $22 | ﹤0.01% |
+1
|
|
||
578
First Foundation Inc
FFWM
$442M
| $20 | ﹤0.01% |
+4
|
|
||
579
ON24
ONTF
$224M
| $11 | ﹤0.01% |
+2
|
|