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
$214M
AUM Growth
+$527K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$274K
3 +$260K
4
AMAT icon
Applied Materials
AMAT
+$242K
5
TMO icon
Thermo Fisher Scientific
TMO
+$237K

Sector Composition

1 Technology 20.9%
2 Financials 9.9%
3 Communication Services 8.62%
4 Consumer Discretionary 8.37%
5 Healthcare 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$32.8K 0.02%
319
127
$31.4K 0.01%
+141
128
$26.8K 0.01%
524
129
$26.7K 0.01%
54
130
$26.7K 0.01%
201
131
$26.4K 0.01%
80
132
$25K 0.01%
239
133
$24.7K 0.01%
106
134
$24.4K 0.01%
816
135
$23.6K 0.01%
25
136
$22.1K 0.01%
378
137
$21.9K 0.01%
35
138
$21.8K 0.01%
32
139
$21.1K 0.01%
135
140
$20.4K 0.01%
123
141
$20.1K 0.01%
752
142
$17.3K 0.01%
60
143
$17.1K 0.01%
508
144
$15.7K 0.01%
105
145
$15.4K 0.01%
302
-308
146
$14.8K 0.01%
74
147
$13.9K 0.01%
95
-863
148
$12.3K 0.01%
28
149
$11.6K 0.01%
39
150
$11.6K 0.01%
390