EWMI
EVOLUTION WEALTH MANAGEMENT INC. Portfolio holdings
AUM
$81.2M
This Quarter Return
+9.15%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$81.2M
AUM Growth
–
Cap. Flow
+$81.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.95%
Holding
579
New
579
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.11% |
| 2 | Consumer Discretionary | 1.66% |
| 3 | Financials | 1.62% |
| 4 | Communication Services | 1.3% |
| 5 | Healthcare | 0.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Adient
ADNT
$2.01B
| $39 | ﹤0.01% | +2 | New | +$39 |
|
577
Resideo Technologies
REZI
$5.07B
| $22 | ﹤0.01% | +1 | New | +$22 |
|
578
First Foundation Inc
FFWM
$490M
| $20 | ﹤0.01% | +4 | New | +$20 |
|
579
ON24
ONTF
$242M
| $11 | ﹤0.01% | +2 | New | +$11 |
|