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
101
$70.5K 0.03%
1,052
-51
102
$68.4K 0.03%
473
103
$66.2K 0.03%
431
+12
104
$65.4K 0.03%
89
+35
105
$62.9K 0.03%
68
106
$62.5K 0.03%
2,661
107
$61.2K 0.02%
420
108
$59.9K 0.02%
323
-28
109
$58K 0.02%
238
+20
110
$57.3K 0.02%
166
111
$52.5K 0.02%
1,041
112
$49.6K 0.02%
104
+10
113
$47.7K 0.02%
1,058
-210
114
$45.3K 0.02%
68
115
$40.3K 0.02%
207
116
$38.2K 0.02%
86
-25
117
$37.3K 0.02%
350
-107
118
$35.8K 0.01%
807
119
$34.5K 0.01%
32
120
$34.5K 0.01%
340
+16
121
$34.4K 0.01%
123
122
$33.6K 0.01%
141
+4
123
$33.4K 0.01%
400
124
$33.4K 0.01%
35
125
$29.7K 0.01%
96
3 4
5
6 7