EA

Evolution Advisers Portfolio holdings

AUM $204M
1-Year Est. Return 11.12%
This Quarter Est. Return
1 Year Est. Return
+11.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$341K
3
+$233K
4
NUEM icon
Nuveen ESG Emerging Markets Equity ETF
NUEM
+$78.1K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$72K

Top Sells

1
+$101K
2
+$98.7K
3
+$96.8K
4
BND icon
Vanguard Total Bond Market
BND
+$95.1K
5
KMB icon
Kimberly-Clark
KMB
+$87.8K

Sector Composition

1 Financials 1.36%
2 Technology 0.88%
3 Consumer Staples 0.71%
4 Industrials 0.66%
5 Utilities 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
27
127
$2K ﹤0.01%
135
128
$2K ﹤0.01%
43
129
$2K ﹤0.01%
40
130
$2K ﹤0.01%
100
131
$1K ﹤0.01%
19
132
$1K ﹤0.01%
52
133
$1K ﹤0.01%
70
134
$1K ﹤0.01%
14
135
$1K ﹤0.01%
127
136
– –
-100
137
– –
0
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$0 ﹤0.01%
3
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40
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– –
-7
150
$0 ﹤0.01%
4
3 4 5
6
7