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Home > Institutional Investor > Evolution Wealth Management Inc. > Profile

Instuitional Investor - Evolution Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Evolution Wealth Management Inc.
Portfolio Value $136,794,577
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 107,308 $8,213,354 6%
2.
Blue Buffalo Pet Products Inc.
 BUFF 224,896 $7,963,567 5.82%
3.
Pacer Fds Tr
 241,755 $7,746,894 5.66%
4.
Plains Gp Holdings Lp
 PAGP 130,790 $4,756,715 3.48%
5.
Plains Gp Holdings Lp
 PAGP 102,699 $4,053,745 2.96%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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