EPW

Evergreen Private Wealth Portfolio holdings

AUM $247M
1-Year Est. Return 15.49%
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.31M
3
+$2.99M
4
IBDY icon
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
+$2.91M
5
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$2.9M

Top Sells

1
+$7.17M
2
+$5.38M
3
+$2.95M
4
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$2.75M
5
INFY icon
Infosys
INFY
+$2.67M

Sector Composition

1 Technology 21.88%
2 Healthcare 8.7%
3 Financials 8.66%
4 Consumer Discretionary 7.03%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-8
227
– –
-289
228
– –
-1
229
– –
-10
230
– –
-8
231
– –
-7
232
– –
-36
233
– –
-35,304
234
– –
-13,828
6 7 8 9
10