EPW
Evergreen Private Wealth Portfolio holdings
AUM
$239M
This Quarter Return
+11.38%
1 Year Return
+14.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$185M
AUM Growth
–
Cap. Flow
+$185M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.69%
Holding
225
New
225
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Innovator US Equity Power Buffer ETF January
PJAN
|
$7.16M |
| 2 |
Applied Materials
AMAT
|
$7.09M |
| 3 |
Amazon
AMZN
|
$7.08M |
| 4 |
Adobe
ADBE
|
$6.65M |
| 5 |
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% |
