EPW
Evergreen Private Wealth Portfolio holdings
AUM
$239M
This Quarter Return
+6.39%
1 Year Return
+14.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(+7.6%)
Cap. Flow
+$3.47M
Cap. Flow
% of AUM
1.74%
Top 10 Holdings %
Top 10 Hldgs %
30.62%
Holding
234
New
9
Increased
56
Reduced
50
Closed
24
Top Buys
| 1 |
Check Point Software Technologies
CHKP
|
$5.03M |
| 2 |
Arista Networks
ANET
|
$4.31M |
| 3 |
EOG Resources
EOG
|
$2.99M |
| 4 |
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
|
$2.91M |
| 5 |
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
|
$2.9M |
Top Sells
| 1 |
Innovator US Equity Power Buffer ETF January
PJAN
|
$7.17M |
| 2 |
SPLK
Splunk Inc
SPLK
|
$5.38M |
| 3 |
Amazon
AMZN
|
$2.95M |
| 4 |
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
|
$2.75M |
| 5 |
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% |
