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

$627K

Unrealized P&L

$391K

+166.4%

Realized P&L

$43K

Open Positions

Performance vs S&P 500

+3.6%

SPY -0.8%

α +4.5%

+32.2%

SPY +14.0%

α +18.2%

+27.9%

SPY +7.8%

α +20.1%

+65.6%

SPY +23.9%

α +41.6%

+142.4%

SPY +71.8%

α +70.5%

+94.3%

SPY +76.2%

α +18.1%

All

+246.5%

SPY +157.7%

α +88.8%

Head-to-head with S&P 500

Live Holdings25 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
MU	Micron Technology Inc	102	$78.69	$1193.56	$121K	19.4%	+1416.8%
GOOGL	alphabet Inc. - Class a	281	$77.92	$348.79	$98K	15.7%	+347.6%
WMB	Williams Companies, Inc.	713	$18.85	$75.63	$54K	8.6%	+301.1%
APO	apollo global Management, llC Class a Common Shares Representing Class a limitied liability Company Interests	399	$35.64	$134.93	$54K	8.6%	+278.6%
INTC	Intel Corporation	357	$22.43	$140.39	$50K	8.0%	+525.9%
CG	The Carlyle group l.P. - Common Units	996	$24.11	$44.67	$44K	7.1%	+85.3%
TSLA	Tesla, Inc.	85	$137.72	$405.41	$34K	5.5%	+194.4%
IBM	International Business Machines Corporation	110	$145.78	$248.02	$27K	4.3%	+70.1%
NVDA	NVIDIA Corporation	123	$129.76	$207.84	$26K	4.1%	+60.2%
TW TWST	Twist Bioscience Corporation	249	$32.16	$85.12	$21K	3.4%	+164.7%
XOM	Exxon Mobil Corporation	148	$53.88	$138.44	$21K	3.3%	+156.9%
SU	Suncor Energy Inc.	289	$27.70	$55.80	$16K	2.6%	+101.4%
AMZN	amazon.com, Inc.	45	$178.41	$233.41	$10K	1.7%	+30.8%
SRE	DBA Semppra	103	$77.33	$91.72	$9K	1.5%	+18.6%
SR SRLN	SPDR Blackstone Senior Loan ETF	175	$45.75	$40.38	$7K	1.1%	-11.7%
BI BIDU	Baidu, Inc. - American Depository Shares, each representing one tenth Class A ordinary share	61	$131.96	$111.90	$7K	1.1%	-15.2%
AMT	American Tower Corporation	30	$266.80	$175.79	$5K	0.8%	-34.1%
OKE	ONEOK, Inc.	50	$58.55	$85.92	$4K	0.7%	+46.8%
ABBV	AbbVie Inc	18	$138.04	$229.09	$4K	0.7%	+66.0%
BABA	alibaba group Holding limited american Depositary Shares each representing one Ordinary share	40	$175.29	$104.84	$4K	0.7%	-40.2%
NEO	Neogenomics, Inc.	271	$29.48	$11.15	$3K	0.5%	-62.2%
ARE	Alexandria Real Estate Equities, Inc.	47	$170.36	$50.81	$2K	0.4%	-70.2%
PYPL	PayPal Holdings, Inc.	41	$195.04	$42.41	$2K	0.3%	-78.3%
NOW	ServiceNow Inc	6	$138.76	$92.32	$551	0.1%	-33.5%
AR ARKG	ARK Genomic Revolution ETF	10	$68.54	$36.35	$370	0.1%	-47.0%

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 →