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
ALAB icon
701
Astera Labs
ALAB
$61B
$2.74K ﹤0.01%
25
BTGD
702
STKd 100% Bitcoin & 100% Gold ETF
BTGD
$51M
$2.74K ﹤0.01%
100
ENVA icon
703
Enova International
ENVA
$4.07B
$2.72K ﹤0.01%
20
MSCI icon
704
MSCI
MSCI
$45.9B
$2.69K ﹤0.01%
5
SRLN icon
705
State Street Blackstone Senior Loan ETF
SRLN
$5.22B
$2.69K ﹤0.01%
67
-12
RING icon
706
iShares MSCI Global Gold Miners ETF
RING
$2.73B
$2.69K ﹤0.01%
34
MTSI icon
707
MACOM Technology Solutions
MTSI
$29.2B
$2.67K ﹤0.01%
+12
MTUM icon
708
iShares MSCI USA Momentum Factor ETF
MTUM
$28.5B
$2.64K ﹤0.01%
+11
NU icon
709
Nu Holdings
NU
$58B
$2.62K ﹤0.01%
+182
VOX icon
710
Vanguard Communication Services ETF
VOX
$5.85B
$2.52K ﹤0.01%
14
MDB icon
711
MongoDB
MDB
$32.1B
$2.45K ﹤0.01%
+10
HUBS icon
712
HubSpot
HUBS
$12.3B
$2.44K ﹤0.01%
+10
SOLS
713
Solstice Advanced Materials
SOLS
$13.9B
$2.44K ﹤0.01%
+32
BMO icon
714
Bank of Montreal
BMO
$116B
$2.44K ﹤0.01%
18
PZA icon
715
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.15B
$2.44K ﹤0.01%
106
WOMN icon
716
Impact Shares Womens Empowerment ETF Trading
WOMN
$58.6M
$2.38K ﹤0.01%
+60
IBB icon
717
iShares Biotechnology ETF
IBB
$7.65B
$2.36K ﹤0.01%
14
EXPE icon
718
Expedia Group
EXPE
$27.2B
$2.31K ﹤0.01%
10
-19
VSNT
719
Versant Media Group
VSNT
$5.87B
$2.29K ﹤0.01%
+62
URNM icon
720
Sprott Uranium Miners ETF
URNM
$2.36B
$2.27K ﹤0.01%
36
BTT icon
721
BlackRock Municipal 2030 Target Term Trust
BTT
$1.45B
$2.27K ﹤0.01%
100
HPQ icon
722
HP
HPQ
$25B
$2.27K ﹤0.01%
118
BSCQ icon
723
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.81B
$2.27K ﹤0.01%
116
CMDT icon
724
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
$825M
$2.26K ﹤0.01%
70
VST icon
725
Vistra
VST
$53.3B
$2.25K ﹤0.01%
15
+5
27 28
29
30 31