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

$593K

Unrealized P&L

$357K

+151.9%

Realized P&L

$43K

Open Positions

Performance vs S&P 500

+22.0%

SPY +9.1%

α +12.9%

+15.7%

SPY +6.3%

α +9.4%

+27.2%

SPY +8.3%

α +18.9%

+68.6%

SPY +30.4%

α +38.1%

+151.5%

SPY +79.5%

α +72.0%

+93.7%

SPY +76.5%

α +17.2%

All

+227.0%

SPY +155.3%

α +71.7%

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	$400.54	$113K	19.0%	+414.1%
MU	Micron Technology Inc	102	$78.69	$741.87	$75K	12.7%	+842.8%
APO	apollo global Management, llC Class a Common Shares Representing Class a limitied liability Company Interests	399	$35.64	$132.89	$53K	8.9%	+272.9%
WMB	Williams Companies, Inc.	713	$18.85	$72.17	$51K	8.7%	+282.8%
CG	The Carlyle group l.P. - Common Units	996	$24.11	$50.26	$50K	8.4%	+108.5%
INTC	Intel Corporation	357	$22.43	$124.90	$45K	7.5%	+456.8%
TSLA	Tesla, Inc.	85	$137.72	$424.98	$36K	6.1%	+208.6%
NVDA	NVIDIA Corporation	123	$129.76	$215.28	$27K	4.5%	+65.9%
IBM	International Business Machines Corporation	110	$145.78	$229.44	$25K	4.3%	+57.4%
XOM	Exxon Mobil Corporation	148	$53.88	$144.25	$21K	3.6%	+167.7%
SU	Suncor Energy Inc.	289	$27.70	$64.14	$19K	3.1%	+131.6%
TW TWST	Twist Bioscience Corporation	249	$32.16	$56.90	$14K	2.4%	+76.9%
AMZN	amazon.com, Inc.	45	$178.41	$273.04	$12K	2.1%	+53.0%
SRE	DBA Semppra	103	$77.33	$91.95	$10K	1.6%	+18.9%
BI BIDU	Baidu, Inc. - American Depository Shares, each representing one tenth Class A ordinary share	61	$131.96	$140.86	$9K	1.4%	+6.7%
SR SRLN	SPDR Blackstone Senior Loan ETF	175	$45.75	$40.58	$7K	1.2%	-11.3%
BABA	alibaba group Holding limited american Depositary Shares each representing one Ordinary share	40	$175.29	$140.17	$6K	0.9%	-20.0%
AMT	American Tower Corporation	30	$266.80	$177.34	$5K	0.9%	-33.5%
OKE	ONEOK, Inc.	50	$58.55	$85.08	$4K	0.7%	+45.3%
ABBV	AbbVie Inc	18	$138.04	$200.98	$4K	0.6%	+45.6%
NEO	Neogenomics, Inc.	271	$29.48	$8.96	$2K	0.4%	-69.6%
ARE	Alexandria Real Estate Equities, Inc.	47	$170.36	$46.38	$2K	0.4%	-72.8%
PYPL	PayPal Holdings, Inc.	41	$195.04	$45.41	$2K	0.3%	-76.7%
NOW	ServiceNow Inc	6	$138.76	$90.88	$543	0.1%	-34.5%
AR ARKG	ARK Genomic Revolution ETF	10	$68.54	$30.35	$309	0.1%	-55.7%

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 →