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
$185M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$7.09M
3
+$7.08M
4
ADBE icon
Adobe
ADBE
+$6.65M
5
INTU icon
Intuit
INTU
+$6.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.5%
2 Healthcare 9.05%
3 Consumer Discretionary 8.68%
4 Financials 7.68%
5 Communication Services 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$30.5K 0.02%
+550
127
$30.5K 0.02%
+207
128
$30K 0.02%
+300
129
$29.7K 0.02%
+211
130
$29.2K 0.02%
+610
131
$27.9K 0.02%
+140
132
$27.5K 0.01%
+190
133
$27.1K 0.01%
+524
134
$25.9K 0.01%
+239
135
$25.4K 0.01%
+1,168
136
$25K 0.01%
+230
137
$23.7K 0.01%
+80
138
$23.6K 0.01%
+106
139
$23K 0.01%
+156
140
$22.4K 0.01%
+816
141
$22.1K 0.01%
+201
142
$21.8K 0.01%
+863
143
$21.6K 0.01%
+96
144
$21.4K 0.01%
+420
145
$21.3K 0.01%
+92
146
$21.1K 0.01%
+32
147
$20.1K 0.01%
+140
148
$20.1K 0.01%
+35
149
$20K 0.01%
+151
150
$19.4K 0.01%
+150
4 5
6
7 8