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
126
$29.5K 0.01%
66
127
$28.4K 0.01%
239
128
$26.9K 0.01%
201
-28
129
$26.6K 0.01%
106
130
$26.2K 0.01%
816
131
$25.5K 0.01%
84
+52
132
$24.7K 0.01%
378
133
$23.9K 0.01%
470
-154
134
$23.5K 0.01%
600
+500
135
$23.1K 0.01%
70
136
$21.3K 0.01%
60
137
$20.2K 0.01%
752
138
$19.4K 0.01%
60
139
$18.7K 0.01%
41
+28
140
$18.1K 0.01%
302
141
$18.1K 0.01%
+158
142
$17.9K 0.01%
74
143
$16.7K 0.01%
+1,348
144
$16.2K 0.01%
508
145
$15.2K 0.01%
+115
146
$15K 0.01%
48
147
$13.9K 0.01%
18
148
$13.7K 0.01%
97
-8
149
$13.7K 0.01%
33
150
$13.5K 0.01%
220
4 5
6
7 8