EPW
Evergreen Private Wealth Portfolio holdings
AUM
$239M
This Quarter Return
+5.66%
1 Year Return
+14.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(+6.3%)
Cap. Flow
+$2.82M
Cap. Flow
% of AUM
1.31%
Top 10 Holdings %
Top 10 Hldgs %
31.28%
Holding
217
New
5
Increased
75
Reduced
28
Closed
6
Top Buys
| 1 |
Prologis
PLD
|
$1.51M |
| 2 |
Ulta Beauty
ULTA
|
$269K |
| 3 |
Target
TGT
|
$219K |
| 4 |
Palo Alto Networks
PANW
|
$218K |
| 5 |
Trane Technologies
TT
|
$167K |
Top Sells
| 1 |
Equinix
EQIX
|
$1.57M |
| 2 |
Infosys
INFY
|
$238K |
| 3 |
JB Hunt Transport Services
JBHT
|
$168K |
| 4 |
Home Depot
HD
|
$143K |
| 5 |
Coca-Cola
KO
|
$126K |
Sector Composition
| 1 | Technology | 22.66% |
| 2 | Healthcare | 9.07% |
| 3 | Financials | 8.76% |
| 4 | Consumer Discretionary | 8.61% |
| 5 | Communication Services | 7.51% |
