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
WCBR
626
WisdomTree Cybersecurity Fund
WCBR
$105M
$5.04K ﹤0.01%
202
WCN
627
Waste Connections
WCN
$37.9B
$5.04K ﹤0.01%
+31
LW icon
628
Lamb Weston
LW
$5.75B
$5.03K ﹤0.01%
119
BABA icon
629
Alibaba
BABA
$314B
$5.02K ﹤0.01%
+40
AAMI
630
Acadian Asset Management
AAMI
$2.59B
$5.01K ﹤0.01%
92
CDNS icon
631
Cadence Design Systems
CDNS
$115B
$5K ﹤0.01%
+18
FVD icon
632
First Trust Value Line Dividend Fund
FVD
$7.95B
$4.94K ﹤0.01%
+105
SE icon
633
Sea Limited
SE
$57B
$4.89K ﹤0.01%
+59
VCR icon
634
Vanguard Consumer Discretionary ETF
VCR
$6.11B
$4.88K ﹤0.01%
14
BBY icon
635
Best Buy
BBY
$15.3B
$4.88K ﹤0.01%
76
SPOT icon
636
Spotify
SPOT
$103B
$4.85K ﹤0.01%
10
ARKW icon
637
ARK Web x.0 ETF
ARKW
$1.81B
$4.82K ﹤0.01%
40
CRDO icon
638
Credo Technology Group
CRDO
$42.2B
$4.79K ﹤0.01%
+51
TSI
639
TCW Strategic Income Fund
TSI
$219M
$4.76K ﹤0.01%
1,061
CM icon
640
Canadian Imperial Bank of Commerce
CM
$99.3B
$4.74K ﹤0.01%
50
CPAY icon
641
Corpay
CPAY
$23.5B
$4.66K ﹤0.01%
+16
MCHP icon
642
Microchip Technology
MCHP
$52.6B
$4.65K ﹤0.01%
72
FUMB icon
643
First Trust Ultra Short Duration Municipal ETF
FUMB
$231M
$4.63K ﹤0.01%
231
PGR icon
644
Progressive
PGR
$115B
$4.56K ﹤0.01%
23
-989
EME icon
645
Emcor
EME
$36.8B
$4.43K ﹤0.01%
6
WCLD
646
WisdomTree Cloud Computing Fund
WCLD
$285M
$4.43K ﹤0.01%
162
GSK icon
647
GSK
GSK
$98.3B
$4.42K ﹤0.01%
+80
TSCO icon
648
Tractor Supply
TSCO
$15.7B
$4.39K ﹤0.01%
+97
IWX icon
649
iShares Russell Top 200 Value ETF
IWX
$3.5B
$4.36K ﹤0.01%
47
SPHY icon
650
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11B
$4.29K ﹤0.01%
184