EA

Evolution Advisers Portfolio holdings

AUM $231M
1-Year Est. Return 14.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$8.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$882K
3 +$876K
4
BND icon
Vanguard Total Bond Market
BND
+$750K
5
VUG icon
Vanguard Growth ETF
VUG
+$748K

Top Sells

1 +$515K
2 +$160K
3 +$146K
4
MSFT icon
Microsoft
MSFT
+$74.2K
5
TSLA icon
Tesla
TSLA
+$73.1K

Sector Composition

1 Financials 1.43%
2 Technology 0.99%
3 Industrials 0.45%
4 Consumer Staples 0.33%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VOT icon
26
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
$667K 0.29%
2,389
DFAC icon
27
Dimensional US Core Equity 2 ETF
DFAC
$41B
$660K 0.29%
16,680
VV icon
28
Vanguard Large-Cap ETF
VV
$46.5B
$657K 0.28%
2,087
+302
XOM icon
29
Exxon Mobil
XOM
$630B
$596K 0.26%
4,955
+1
UNP icon
30
Union Pacific
UNP
$151B
$472K 0.2%
2,042
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.08T
$454K 0.2%
905
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$3.61T
$425K 0.18%
1,359
WMT icon
33
Walmart Inc
WMT
$987B
$421K 0.18%
3,779
VO icon
34
Vanguard Mid-Cap ETF
VO
$93.4B
$404K 0.17%
1,394
WFC icon
35
Wells Fargo
WFC
$248B
$403K 0.17%
4,334
VCSH icon
36
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
$365K 0.16%
4,578
+124
ORI icon
37
Old Republic International
ORI
$10.3B
$350K 0.15%
7,682
AMZN icon
38
Amazon
AMZN
$2.29T
$349K 0.15%
1,516
+481
VT icon
39
Vanguard Total World Stock ETF
VT
$61.7B
$291K 0.13%
2,066
+9
SCHF icon
40
Schwab International Equity ETF
SCHF
$58.3B
$277K 0.12%
11,562
+815
NI icon
41
NiSource
NI
$22.2B
$247K 0.11%
5,932
VYM icon
42
Vanguard High Dividend Yield ETF
VYM
$72.5B
$240K 0.1%
1,678
JPM icon
43
JPMorgan Chase
JPM
$781B
$209K 0.09%
651
SCHZ icon
44
Schwab US Aggregate Bond ETF
SCHZ
$9.96B
$205K 0.09%
8,810
+1,174
VTI icon
45
Vanguard Total Stock Market ETF
VTI
$570B
$200K 0.09%
39,187
CW icon
46
Curtiss-Wright
CW
$25.1B
$192K 0.08%
350
GOOG icon
47
Alphabet (Google) Class C
GOOG
$3.61T
$188K 0.08%
600
SCHE icon
48
Schwab Emerging Markets Equity ETF
SCHE
$11.6B
$175K 0.08%
5,374
+517
MKL icon
49
Markel Group
MKL
$24.9B
$166K 0.07%
77
+1
KMB icon
50
Kimberly-Clark
KMB
$34.7B
$160K 0.07%
1,567