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
PEG icon
751
Public Service Enterprise Group
PEG
$39B
$1.86K ﹤0.01%
+23
FISR icon
752
State Street Fixed Income Sector Rotation ETF
FISR
$479M
$1.85K ﹤0.01%
72
-13
RS icon
753
Reliance Steel & Aluminium
RS
$20B
$1.82K ﹤0.01%
+6
VOT icon
754
Vanguard Mid-Cap Growth ETF
VOT
$19.6B
$1.8K ﹤0.01%
7
CELH icon
755
Celsius Holdings
CELH
$7.81B
$1.77K ﹤0.01%
50
-22
AWK icon
756
American Water Works
AWK
$24.2B
$1.77K ﹤0.01%
+13
BSCT icon
757
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.81B
$1.75K ﹤0.01%
94
MTCH icon
758
Match Group
MTCH
$8.24B
$1.75K ﹤0.01%
+57
EXPD icon
759
Expeditors International
EXPD
$20.6B
$1.72K ﹤0.01%
+12
PHG icon
760
Philips
PHG
$24.2B
$1.59K ﹤0.01%
58
EUFN icon
761
iShares MSCI Europe Financials ETF
EUFN
$3.62B
$1.57K ﹤0.01%
45
-42
LEU icon
762
Centrus Energy
LEU
$3.92B
$1.56K ﹤0.01%
9
LYV icon
763
Live Nation Entertainment
LYV
$39B
$1.52K ﹤0.01%
+10
ICSH icon
764
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.57B
$1.52K ﹤0.01%
30
PALC icon
765
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$227M
$1.5K ﹤0.01%
29
SPXX icon
766
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$332M
$1.47K ﹤0.01%
+92
GJUN icon
767
FT Vest US Equity Moderate Buffer ETF June
GJUN
$370M
$1.46K ﹤0.01%
37
MLN icon
768
VanEck Long Muni ETF
MLN
$709M
$1.43K ﹤0.01%
82
VLTO icon
769
Veralto
VLTO
$20.2B
$1.42K ﹤0.01%
16
ZROZ icon
770
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.42B
$1.41K ﹤0.01%
22
-19
EMN icon
771
Eastman Chemical
EMN
$8.77B
$1.37K ﹤0.01%
+18
DGX icon
772
Quest Diagnostics
DGX
$21.4B
$1.37K ﹤0.01%
7
PSCH icon
773
Invesco S&P SmallCap Health Care ETF
PSCH
$129M
$1.36K ﹤0.01%
33
RC
774
Ready Capital
RC
$274M
$1.36K ﹤0.01%
839
TLH icon
775
iShares 10-20 Year Treasury Bond ETF
TLH
$12.2B
$1.31K ﹤0.01%
13
29 30
31
32 33