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
151
$19.1K 0.01%
+225
152
$18.4K 0.01%
+210
153
$18.2K 0.01%
+54
154
$17.9K 0.01%
+83
155
$17.8K 0.01%
+105
156
$17.6K 0.01%
+608
157
$17.1K 0.01%
+55
158
$15.7K 0.01%
+160
159
$15.7K 0.01%
+82
160
$15.7K 0.01%
+400
161
$14.9K 0.01%
+217
162
$14.9K 0.01%
+74
163
$14.4K 0.01%
+41
164
$14.3K 0.01%
+105
165
$13.6K 0.01%
+746
166
$12.8K 0.01%
+210
167
$12.8K 0.01%
+123
168
$11.2K 0.01%
+270
169
$10.9K 0.01%
+390
170
$9.91K 0.01%
+224
171
$9.42K 0.01%
+160
172
$9.32K 0.01%
+39
173
$9.14K ﹤0.01%
+145
174
$8.77K ﹤0.01%
+28
175
$8.27K ﹤0.01%
+163
5 6
7
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