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
201
$3.1K ﹤0.01%
123
202
$3.05K ﹤0.01%
12
203
$2.96K ﹤0.01%
9
204
$2.85K ﹤0.01%
11
205
$2.79K ﹤0.01%
83
206
$2.77K ﹤0.01%
29
207
$2.72K ﹤0.01%
43
208
$2.63K ﹤0.01%
14
209
$2.61K ﹤0.01%
87
210
$2.58K ﹤0.01%
45
211
$2.52K ﹤0.01%
43
212
$2.34K ﹤0.01%
11
213
$2.34K ﹤0.01%
1
214
$2.23K ﹤0.01%
27
215
$2.23K ﹤0.01%
14
216
$2.22K ﹤0.01%
42
217
$2.16K ﹤0.01%
10
218
$2.12K ﹤0.01%
9
-23
219
$2.05K ﹤0.01%
1,263
220
$1.94K ﹤0.01%
62
-65
221
$1.93K ﹤0.01%
6
222
$1.84K ﹤0.01%
+30
223
$1.77K ﹤0.01%
13
-11
224
$1.51K ﹤0.01%
32
-14
225
$1.35K ﹤0.01%
+16
7 8
9
10 11