EVOLUTION WEALTH MANAGEMENT INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EW EVOLUTION WEALTH MANAGEMENT INC. | Institutional Filer | ▲ 13.17% | $136.8M | 852 |
Current Portfolio Holdings
Showing all 852 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | — | 107K | $8.2M | 6.00% |
| 2 | SFLR | INNOVATOR ETFS TRUST | — | 225K | $8.0M | 5.82% |
| 3 | PSFF | PACER FDS TR | — | 242K | $7.7M | 5.66% |
| 4 | SPD | SIMPLIFY EXCHANGE TRADED FUN | — | 131K | $4.8M | 3.48% |
| 5 | SPYC | SIMPLIFY EXCHANGE TRADED FUN | — | 103K | $4.1M | 2.96% |
| 6 | OVB | LISTED FDS TR | — | 178K | $3.7M | 2.67% |
| 7 | SPBW | AIM ETF PRODUCTS TRUST | — | 125K | $3.4M | 2.49% |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | — | 13K | $3.2M | 2.30% |
| 9 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | — | 136K | $2.8M | 2.03% |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | — | 24K | $2.7M | 1.98% |
| 11 | VOO | VANGUARD INDEX FDS | — | 4K | $2.7M | 1.95% |
| 12 | EFV | ISHARES TR | — | 32K | $2.4M | 1.73% |
| 13 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | — | 75K | $2.4M | 1.72% |
| 14 | EFG | ISHARES TR | — | 20K | $2.2M | 1.61% |
| 15 | IVV | ISHARES TR | — | 3K | $2.2M | 1.59% |
Showing 1 to 15 of 852 holdings