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
$121M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1 +$5.5M
2 +$2.09M
3 +$935K
4
NVDA icon
NVIDIA
NVDA
+$843K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$735K

Sector Composition

1 Technology 4.74%
2 Financials 1.99%
3 Consumer Discretionary 1.32%
4 Healthcare 1.04%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HEDJ icon
576
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.8B
$3.87K ﹤0.01%
73
TVTX icon
577
Travere Therapeutics
TVTX
$2.6B
$3.82K ﹤0.01%
+100
USIG icon
578
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.8B
$3.78K ﹤0.01%
73
TRV icon
579
Travelers Companies
TRV
$67.5B
$3.77K ﹤0.01%
+13
VXF icon
580
Vanguard Extended Market ETF
VXF
$26B
$3.76K ﹤0.01%
+18
KNG icon
581
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.53B
$3.73K ﹤0.01%
76
AZN icon
582
AstraZeneca
AZN
$313B
$3.68K ﹤0.01%
+40
EME icon
583
Emcor
EME
$33.2B
$3.67K ﹤0.01%
+6
FTCB icon
584
First Trust Core Investment Grade ETF
FTCB
$2.18B
$3.61K ﹤0.01%
+170
LDOS icon
585
Leidos
LDOS
$22.3B
$3.61K ﹤0.01%
+20
NVS icon
586
Novartis
NVS
$315B
$3.45K ﹤0.01%
+25
EMHC icon
587
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$248M
$3.44K ﹤0.01%
135
+96
BTGD
588
STKd 100% Bitcoin & 100% Gold ETF
BTGD
$79.7M
$3.43K ﹤0.01%
+100
EBND icon
589
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.31B
$3.4K ﹤0.01%
159
+112
IGIB icon
590
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
$3.39K ﹤0.01%
63
+19
BMVP icon
591
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$106M
$3.37K ﹤0.01%
+69
KOCT icon
592
Innovator US Small Cap Power Buffer ETF October
KOCT
$141M
$3.37K ﹤0.01%
100
INTU icon
593
Intuit
INTU
$122B
$3.31K ﹤0.01%
5
+1
CELH icon
594
Celsius Holdings
CELH
$11.7B
$3.29K ﹤0.01%
72
-38
ANET icon
595
Arista Networks
ANET
$169B
$3.28K ﹤0.01%
25
SRLN icon
596
State Street Blackstone Senior Loan ETF
SRLN
$5.56B
$3.26K ﹤0.01%
79
+57
NI icon
597
NiSource
NI
$22.8B
$3.26K ﹤0.01%
+78
LIT icon
598
Global X Lithium & Battery Tech ETF
LIT
$1.68B
$3.24K ﹤0.01%
+50
EUFN icon
599
iShares MSCI Europe Financials ETF
EUFN
$4.16B
$3.23K ﹤0.01%
87
BATT icon
600
Amplify Lithium & Battery Technology ETF
BATT
$116M
$3.21K ﹤0.01%
+233