Portfolio (Quarterly)
Guide ↗
EVOLUTION WEALTH MANAGEMENT INC.
· CIK 0002010029| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 3 | $5K | 0.00% | SOLD |
| 22 | CM | CANADIAN IMPERIAL BANK OF CO | Financial Services | 50 | $5K | 0.00% | SOLD |
| 23 | GSK | GSK PLC | Healthcare | 80 | $4K | 0.00% | SOLD |
| 24 | ZS | ZSCALER INC | Technology | 30 | $4K | 0.00% | SOLD |
| 25 | LIT | GLOBAL X FDS | — | 50 | $4K | 0.00% | SOLD |
| 26 | BATT | AMPLIFY ETF TR | — | 233 | $3K | 0.00% | SOLD |
| 27 | WPM | WHEATON PRECIOUS METALS CORP | Basic Materials | 26 | $3K | 0.00% | SOLD |
| 28 | — | LEIDOS HOLDINGS INC | — | 20 | $3K | 0.00% | SOLD |
| 29 | TVTX | TRAVERE THERAPEUTICS INC | Healthcare | 100 | $3K | 0.00% | SOLD |
| 30 | Z | ZILLOW GROUP INC | Communication Services | 69 | $3K | 0.00% | SOLD |
| 31 | ZBH | ZIMMER BIOMET HOLDINGS INC | Healthcare | 31 | $3K | 0.00% | SOLD |
| 32 | BTGD | TIDAL TRUST II | — | 100 | $3K | 0.00% | SOLD |
| 33 | MTUM | ISHARES TR | — | 11 | $3K | 0.00% | SOLD |
| 34 | BMO | BANK MONTREAL MEDIUM | Financial Services | 18 | $2K | 0.00% | SOLD |
| 35 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 10 | $2K | 0.00% | SOLD |
| 36 | CMDT | PIMCO ETF TR | — | 70 | $2K | 0.00% | SOLD |
| 37 | FTGC | FIRST TR EXCHANGE TRAD FD VI | — | 72 | $2K | 0.00% | SOLD |
| 38 | CTVA | CORTEVA INC | Basic Materials | 24 | $2K | 0.00% | SOLD |
| 39 | OKLO | OKLO INC | Utilities | 40 | $2K | 0.00% | SOLD |
| 40 | SU | SUNCOR ENERGY INC NEW | Energy | 30 | $2K | 0.00% | SOLD |
Sector Allocation
Technology
36.4%
Financial Services
23.4%
Consumer Cyclical
9.5%
Healthcare
6.8%
Industrials
6.3%
Communication Services
5.4%
Utilities
3.5%
Consumer Defensive
3.5%
Energy
2.3%
Basic Materials
1.5%