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
151
$13.2K 0.01%
95
152
$12.9K 0.01%
3
153
$12.8K 0.01%
28
154
$11.2K ﹤0.01%
390
155
$11K ﹤0.01%
56
+4
156
$10.8K ﹤0.01%
36
+4
157
$10.8K ﹤0.01%
50
158
$10.5K ﹤0.01%
15
+4
159
$9.81K ﹤0.01%
39
160
$9.12K ﹤0.01%
50
161
$8.38K ﹤0.01%
85
162
$8.08K ﹤0.01%
23
163
$7.94K ﹤0.01%
14
164
$7.89K ﹤0.01%
29
165
$7.75K ﹤0.01%
17
166
$7.57K ﹤0.01%
73
167
$7.43K ﹤0.01%
+50
168
$6.83K ﹤0.01%
70
169
$6.76K ﹤0.01%
11
170
$6.61K ﹤0.01%
37
171
$5.94K ﹤0.01%
41
172
$5.88K ﹤0.01%
147
173
$5.85K ﹤0.01%
148
174
$5.83K ﹤0.01%
21
175
$5.69K ﹤0.01%
+32
5 6
7
8 9