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
201
$1.9K ﹤0.01%
+11
202
$1.72K ﹤0.01%
+30
203
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+36
208
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$1K ﹤0.01%
+50
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