EPW

Evergreen Private Wealth Portfolio holdings

AUM $247M
1-Year Est. Return 17.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$8.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.72M
3
+$1.72M
4
AAPL icon
Apple
AAPL
+$200K
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$96.1K

Top Sells

1
+$3.37M
2
+$2.82M
3
+$460K
4
ANET icon
Arista Networks
ANET
+$405K
5
JPM icon
JPMorgan Chase
JPM
+$312K

Sector Composition

1 Technology 23.35%
2 Communication Services 9.95%
3 Financials 9.25%
4 Consumer Discretionary 7.72%
5 Healthcare 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$642K 0.26%
3,110
+238
52
$539K 0.22%
12,230
-924
53
$453K 0.18%
19,215
-1,245
54
$348K 0.14%
8,996
-681
55
$330K 0.13%
6,100
+381
56
$329K 0.13%
6,766
-531
57
$287K 0.12%
2,025
+130
58
$286K 0.12%
1,534
+166
59
$256K 0.1%
1,257
+85
60
$246K 0.1%
872
+14
61
$231K 0.09%
999
-38
62
$231K 0.09%
1,378
-32
63
$222K 0.09%
5,120
-375
64
$216K 0.09%
7,301
65
$213K 0.09%
755
66
$206K 0.08%
5,482
-383
67
$201K 0.08%
301
68
$179K 0.07%
524
-20
69
$171K 0.07%
1,355
70
$170K 0.07%
517
-28
71
$168K 0.07%
6,620
-406
72
$166K 0.07%
1,418
-4
73
$162K 0.07%
3,547
74
$156K 0.06%
559
-20
75
$152K 0.06%
1,852
1 2
3
4 5