StockDriftsStockDriftsTop 50 Evolution Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 6% | 107.3K | $8.2M | +71.11%(+44.59K) | $76.31(+14.49%) | 2026-03-31 | |
| SFLR | INNOVATOR ETFS TRUST | 5.82% | 224.9K | $8.0M | -7.51%(-18.25K) | $32.45(+16.86%) | 2026-03-31 | |
| PSFF | PACER FDS TR | 5.66% | 241.8K | $7.7M | -30.74%(-107.30K) | $30.68(+10.64%) | 2026-03-31 | |
| SPD | SIMPLIFY EXCHANGE TRADED FUN | 3.48% | 130.8K | $4.8M | +13.92%(+15.98K) | $35.58(+15.75%) | 2026-03-31 | |
| SPYC | SIMPLIFY EXCHANGE TRADED FUN | 2.96% | 102.7K | $4.1M | +37.00%(+27.74K) | $41.58(+8.67%) | 2026-03-31 | |
| OVB | LISTED FDS TR | 2.67% | 177.9K | $3.7M | +48.35%(+57.98K) | $20.54(+0.28%) | 2026-03-31 | |
| SPBW | AIM ETF PRODUCTS TRUST | 2.49% | 125.2K | $3.4M | new | $27.23(+4.52%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.3% | 13.3K | $3.2M | +78.44%(+5.83K) | $242.33(+21.39%) | 2026-03-31 | |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 2.03% | 136.1K | $2.8M | +56.49%(+49.14K) | $20.65(-1.73%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 1.98% | 24.2K | $2.7M | +90.88%(+11.51K) | $115.64(+26.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.09% | +19.42% |
| Top 20 Holdings Unweighted | +6.90% | +22.17% |
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