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
$200M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.31M
3
+$2.99M
4
IBDY icon
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
+$2.91M
5
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$2.9M

Top Sells

1
+$7.17M
2
+$5.38M
3
+$2.95M
4
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$2.75M
5
INFY icon
Infosys
INFY
+$2.67M

Sector Composition

1 Technology 21.88%
2 Healthcare 8.7%
3 Financials 8.66%
4 Consumer Discretionary 7.03%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.13K ﹤0.01%
45
+8
177
$5.9K ﹤0.01%
300
-3,165
178
$5.83K ﹤0.01%
250
179
$5.64K ﹤0.01%
20
180
$5.45K ﹤0.01%
15
181
$5.34K ﹤0.01%
13
182
$5.27K ﹤0.01%
30
183
$4.61K ﹤0.01%
26
-9
184
$4.59K ﹤0.01%
210
185
$4.2K ﹤0.01%
100
186
$4.06K ﹤0.01%
89
187
$3.79K ﹤0.01%
89
188
$3.56K ﹤0.01%
142
189
$3.49K ﹤0.01%
70
190
$3.07K ﹤0.01%
200
191
$2.66K ﹤0.01%
30
192
$2.53K ﹤0.01%
140
193
$2.4K ﹤0.01%
55
194
$2.12K ﹤0.01%
8
195
$1.65K ﹤0.01%
10
196
$1.51K ﹤0.01%
1
197
$1.05K ﹤0.01%
50
198
$833 ﹤0.01%
8
199
$790 ﹤0.01%
42
200
$693 ﹤0.01%
+9
6 7
8
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