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
FTGC icon
651
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.22B
$1.67K ﹤0.01%
+72
VOD icon
652
Vodafone
VOD
$34.6B
$1.66K ﹤0.01%
126
ITB icon
653
iShares US Home Construction ETF
ITB
$2.67B
$1.64K ﹤0.01%
17
TFC icon
654
Truist Financial
TFC
$62.3B
$1.62K ﹤0.01%
33
VST icon
655
Vistra
VST
$55.3B
$1.61K ﹤0.01%
+10
CTVA icon
656
Corteva
CTVA
$52.9B
$1.61K ﹤0.01%
+24
BXMX icon
657
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.53B
$1.6K ﹤0.01%
+109
VLTO icon
658
Veralto
VLTO
$23.6B
$1.6K ﹤0.01%
+16
EOG icon
659
EOG Resources
EOG
$67.4B
$1.57K ﹤0.01%
+15
PHG icon
660
Philips
PHG
$29.4B
$1.57K ﹤0.01%
+58
ADP icon
661
Automatic Data Processing
ADP
$87.7B
$1.54K ﹤0.01%
+6
ICSH icon
662
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.05B
$1.52K ﹤0.01%
+30
PALC icon
663
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$245M
$1.51K ﹤0.01%
29
IWB icon
664
iShares Russell 1000 ETF
IWB
$46.2B
$1.49K ﹤0.01%
+4
WFC icon
665
Wells Fargo
WFC
$257B
$1.49K ﹤0.01%
16
+6
GJUN icon
666
FT Vest US Equity Moderate Buffer ETF June
GJUN
$330M
$1.47K ﹤0.01%
37
-201
PSCH icon
667
Invesco S&P SmallCap Health Care ETF
PSCH
$142M
$1.46K ﹤0.01%
33
MLN icon
668
VanEck Long Muni ETF
MLN
$644M
$1.44K ﹤0.01%
82
XLY icon
669
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$1.43K ﹤0.01%
12
CI icon
670
Cigna
CI
$74.9B
$1.38K ﹤0.01%
5
+2
BDX icon
671
Becton Dickinson
BDX
$48.6B
$1.36K ﹤0.01%
7
MDLZ icon
672
Mondelez International
MDLZ
$75.3B
$1.35K ﹤0.01%
+25
SU icon
673
Suncor Energy
SU
$67.5B
$1.33K ﹤0.01%
+30
TLH icon
674
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
$1.32K ﹤0.01%
+13
DGX icon
675
Quest Diagnostics
DGX
$23B
$1.22K ﹤0.01%
+7