Dwight Evans Stock Portfolio

Simulatedⓘ

Democratic · House · PA

Dwight Evans's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.

Portfolio Value

$588K

Unrealized P&L

$353K

+150.0%

Realized P&L

$43K

Open Positions

Performance vs S&P 500

-1.2%

SPY +3.7%

α -5.0%

-1.7%

SPY +4.6%

α -6.3%

+14.7%

SPY +11.4%

α +3.3%

+47.2%

SPY +22.2%

α +25.0%

+111.8%

SPY +72.3%

α +39.5%

+78.8%

SPY +74.9%

α +3.9%

All

+224.1%

SPY +167.7%

α +56.4%

Head-to-head with S&P 500

Live Holdings25 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
GOOGL	alphabet Inc. - Class a	281	$77.92	$354.73	$100K	17.0%	+355.3%
MU	Micron Technology Inc	102	$78.69	$873.54	$89K	15.1%	+1010.1%
APO	apollo global Management, llC Class a Common Shares Representing Class a limitied liability Company Interests	399	$35.64	$127.43	$51K	8.6%	+257.5%
WMB	Williams Companies, Inc.	713	$18.85	$70.45	$50K	8.6%	+273.7%
CG	The Carlyle group l.P. - Common Units	996	$24.11	$48.16	$48K	8.2%	+99.8%
INTC	Intel Corporation	357	$22.43	$100.82	$36K	6.1%	+349.5%
TW TWST	Twist Bioscience Corporation	249	$32.16	$116.33	$29K	4.9%	+261.7%
TSLA	Tesla, Inc.	85	$137.72	$327.11	$28K	4.7%	+137.5%
NVDA	NVIDIA Corporation	123	$129.76	$222.97	$27K	4.7%	+71.8%
IBM	International Business Machines Corporation	110	$145.78	$236.93	$26K	4.4%	+62.5%
XOM	Exxon Mobil Corporation	148	$53.88	$152.35	$23K	3.9%	+182.8%
SU	Suncor Energy Inc.	289	$27.70	$60.16	$17K	3.0%	+117.2%
AMZN	amazon.com, Inc.	45	$178.41	$274.11	$12K	2.1%	+53.6%
SRE	DBA Semppra	103	$77.33	$84.67	$9K	1.5%	+9.5%
SR SRLN	SPDR Blackstone Senior Loan ETF	175	$45.75	$40.44	$7K	1.2%	-11.6%
BI BIDU	Baidu, Inc. - American Depository Shares, each representing one tenth Class A ordinary share	61	$131.96	$109.89	$7K	1.1%	-16.7%
AMT	American Tower Corporation	30	$266.80	$173.25	$5K	0.9%	-35.1%
BABA	alibaba group Holding limited american Depositary Shares each representing one Ordinary share	40	$175.29	$128.37	$5K	0.9%	-26.8%
NEO	Neogenomics, Inc.	271	$29.48	$16.55	$4K	0.8%	-43.9%
ABBV	AbbVie Inc	18	$138.04	$245.56	$4K	0.8%	+77.9%
OKE	ONEOK, Inc.	50	$58.55	$86.28	$4K	0.7%	+47.4%
PYPL	PayPal Holdings, Inc.	41	$195.04	$58.90	$2K	0.4%	-69.8%
ARE	Alexandria Real Estate Equities, Inc.	47	$170.36	$49.97	$2K	0.4%	-70.7%
NOW	ServiceNow Inc	6	$138.76	$124.64	$745	0.1%	-10.2%
AR ARKG	ARK Genomic Revolution ETF	10	$68.54	$42.96	$437	0.1%	-37.3%

About this simulation

This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →