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
76
$148K 0.06%
912
+450
77
$147K 0.06%
1,252
78
$137K 0.06%
1,237
+73
79
$134K 0.05%
1,059
-28
80
$131K 0.05%
311
-20
81
$129K 0.05%
626
-29
82
$128K 0.05%
1,701
-145
83
$126K 0.05%
1,503
84
$116K 0.05%
1,372
85
$113K 0.05%
1,549
-71
86
$112K 0.05%
872
-54
87
$104K 0.04%
370
88
$99.4K 0.04%
771
+4
89
$98.9K 0.04%
2,200
-69
90
$93.6K 0.04%
395
91
$92.7K 0.04%
967
+1
92
$90.1K 0.04%
189
-12
93
$89.3K 0.04%
1,216
94
$87.9K 0.04%
1,004
-53
95
$86.8K 0.04%
770
96
$82K 0.03%
1,128
97
$81.9K 0.03%
631
98
$78.1K 0.03%
297
+13
99
$74.2K 0.03%
1,767
100
$72.3K 0.03%
688
-35
2 3
4
5 6