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
176
$5.34K ﹤0.01%
89
177
$4.82K ﹤0.01%
25
178
$4.79K ﹤0.01%
70
-27
179
$4.74K ﹤0.01%
+710
180
$4.63K ﹤0.01%
35
181
$4.61K ﹤0.01%
55
182
$4.4K ﹤0.01%
250
183
$4.35K ﹤0.01%
26
184
$4.32K ﹤0.01%
27
185
$4.25K ﹤0.01%
142
186
$4.21K ﹤0.01%
43
187
$4.1K ﹤0.01%
23
188
$4.02K ﹤0.01%
30
189
$3.95K ﹤0.01%
3
190
$3.95K ﹤0.01%
93
-2
191
$3.94K ﹤0.01%
43
192
$3.92K ﹤0.01%
+10
193
$3.89K ﹤0.01%
89
194
$3.68K ﹤0.01%
20
195
$3.65K ﹤0.01%
17
196
$3.62K ﹤0.01%
14
197
$3.44K ﹤0.01%
8
198
$3.38K ﹤0.01%
10
+2
199
$3.29K ﹤0.01%
71
-38
200
$3.21K ﹤0.01%
46
+44
6 7
8
9 10