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
WAB icon
801
Wabtec
WAB
$44.9B
$750 ﹤0.01%
3
PSLV icon
802
Sprott Physical Silver Trust
PSLV
$15.2B
$732 ﹤0.01%
30
GDDY icon
803
GoDaddy
GDDY
$11.7B
$661 ﹤0.01%
8
EG icon
804
Everest Group
EG
$12.7B
$654 ﹤0.01%
2
REMX icon
805
VanEck Rare Earth/Strategic Metals ETF
REMX
$3.09B
$616 ﹤0.01%
+7
HOG icon
806
Harley-Davidson
HOG
$2.59B
$607 ﹤0.01%
30
KMI icon
807
Kinder Morgan
KMI
$69.9B
$604 ﹤0.01%
18
BSCU icon
808
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.54B
$585 ﹤0.01%
35
GIS icon
809
General Mills
GIS
$17.6B
$558 ﹤0.01%
+15
STT icon
810
State Street
STT
$44.2B
$506 ﹤0.01%
4
IBMO icon
811
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$587M
$487 ﹤0.01%
19
SPTI icon
812
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.1B
$487 ﹤0.01%
17
BGS icon
813
B&G Foods
BGS
$329M
$486 ﹤0.01%
101
KMB icon
814
Kimberly-Clark
KMB
$32.4B
$482 ﹤0.01%
5
USB icon
815
US Bancorp
USB
$84.8B
$468 ﹤0.01%
9
PFG icon
816
Principal Financial Group
PFG
$22.3B
$451 ﹤0.01%
5
TWI icon
817
Titan International
TWI
$496M
$422 ﹤0.01%
61
BWX icon
818
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.47B
$417 ﹤0.01%
19
PCG icon
819
PG&E
PCG
$36.5B
$404 ﹤0.01%
23
HMC icon
820
Honda
HMC
$34.4B
$389 ﹤0.01%
16
ELAN icon
821
Elanco Animal Health
ELAN
$11.8B
$383 ﹤0.01%
16
UBER icon
822
Uber
UBER
$146B
$360 ﹤0.01%
5
MKC icon
823
McCormick & Company Non-Voting
MKC
$12.4B
$353 ﹤0.01%
7
PPG icon
824
PPG Industries
PPG
$25.3B
$321 ﹤0.01%
+3
COR icon
825
Cencora
COR
$51.5B
$314 ﹤0.01%
1