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
$97.4M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.83M
3
+$1.77M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.67M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.5M

Top Sells

1
+$5.06M
2
+$870K
3
+$549K
4
OVL icon
Overlay Shares Large Cap Equity ETF
OVL
+$531K
5
QFLR icon
Innovator Nasdaq-100 Managed Floor ETF
QFLR
+$448K

Sector Composition

1 Technology 3.82%
2 Financials 1.74%
3 Consumer Discretionary 1.24%
4 Communication Services 1.18%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$64.7K 0.07%
1,000
177
$64.6K 0.07%
1,395
-480
178
$64.6K 0.07%
1,199
-444
179
$64.1K 0.07%
2,417
180
$63.9K 0.07%
453
-18
181
$63.1K 0.06%
869
+35
182
$63.1K 0.06%
248
183
$62.8K 0.06%
1,482
+62
184
$62.3K 0.06%
2,653
-492
185
$60.5K 0.06%
1,235
+1,145
186
$59.7K 0.06%
940
187
$59.6K 0.06%
276
188
$59.5K 0.06%
317
189
$58.1K 0.06%
1,528
190
$57.9K 0.06%
876
-107
191
$57.8K 0.06%
551
192
$56.7K 0.06%
718
+14
193
$56.6K 0.06%
404
194
$55.5K 0.06%
881
195
$55.2K 0.06%
1,436
+180
196
$54.3K 0.06%
1,930
197
$53.2K 0.05%
189
+169
198
$52.3K 0.05%
129
-315
199
$52K 0.05%
1,095
200
$52K 0.05%
+1,003
6 7
8
9 10