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
SLVP icon
726
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$994M
$2.23K ﹤0.01%
63
SCHM icon
727
Schwab US Mid-Cap ETF
SCHM
$14.7B
$2.23K ﹤0.01%
72
WBD icon
728
Warner Bros
WBD
$68.1B
$2.22K ﹤0.01%
81
LINK icon
729
Interlink Electronics
LINK
$84.1M
$2.21K ﹤0.01%
750
WEC icon
730
WEC Energy
WEC
$35.9B
$2.2K ﹤0.01%
19
ITA icon
731
iShares US Aerospace & Defense ETF
ITA
$13.8B
$2.19K ﹤0.01%
10
ADM icon
732
Archer Daniels Midland
ADM
$39.7B
$2.18K ﹤0.01%
+30
VMC icon
733
Vulcan Materials
VMC
$36.6B
$2.18K ﹤0.01%
+8
EOG icon
734
EOG Resources
EOG
$73.8B
$2.17K ﹤0.01%
15
NLR icon
735
VanEck Uranium + Nuclear Energy ETF
NLR
$5.06B
$2.13K ﹤0.01%
16
FDN icon
736
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.5B
$2.11K ﹤0.01%
9
HEDJ icon
737
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.84B
$2.09K ﹤0.01%
40
-33
DOV icon
738
Dover
DOV
$28.5B
$2.08K ﹤0.01%
10
EUAD
739
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.2B
$2.08K ﹤0.01%
51
FTGC icon
740
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.7B
$2.07K ﹤0.01%
72
XYL icon
741
Xylem
XYL
$26.2B
$2.03K ﹤0.01%
+17
RDDT icon
742
Reddit
RDDT
$32.6B
$2.02K ﹤0.01%
+15
PNW icon
743
Pinnacle West Capital
PNW
$12B
$2.02K ﹤0.01%
20
+14
CTVA icon
744
Corteva
CTVA
$51.9B
$2.01K ﹤0.01%
24
BSCR icon
745
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$2K ﹤0.01%
102
OKLO
746
Oklo
OKLO
$12.8B
$1.98K ﹤0.01%
40
SU icon
747
Suncor Energy
SU
$77.1B
$1.98K ﹤0.01%
30
VOD icon
748
Vodafone
VOD
$34.8B
$1.89K ﹤0.01%
126
BSCS icon
749
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.49B
$1.88K ﹤0.01%
92
ES icon
750
Eversource Energy
ES
$25.8B
$1.87K ﹤0.01%
+27
28 29
30
31 32