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
176
$8.18K ﹤0.01%
+41
177
$7.92K ﹤0.01%
+14
178
$7.68K ﹤0.01%
+250
179
$7.45K ﹤0.01%
+30
180
$7.33K ﹤0.01%
+250
181
$7.25K ﹤0.01%
+216
182
$6.86K ﹤0.01%
+250
183
$5.93K ﹤0.01%
+20
184
$5.2K ﹤0.01%
+13
185
$4.99K ﹤0.01%
+35
186
$4.88K ﹤0.01%
+210
187
$4.59K ﹤0.01%
+37
188
$4.49K ﹤0.01%
+15
189
$3.93K ﹤0.01%
+43
190
$3.77K ﹤0.01%
+100
191
$3.75K ﹤0.01%
+89
192
$3.54K ﹤0.01%
+70
193
$3.42K ﹤0.01%
+142
194
$3.39K ﹤0.01%
+7
195
$3.35K ﹤0.01%
+89
196
$2.75K ﹤0.01%
+200
197
$2.47K ﹤0.01%
+30
198
$2.24K ﹤0.01%
+140
199
$2.22K ﹤0.01%
+55
200
$1.9K ﹤0.01%
+10
5 6 7
8
9