We are live on ! Find out more
EWM

Evergreen Wealth Management Portfolio holdings

AUM $194M
1-Year Est. Return 13.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
-$4.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$3.03M
3
+$2.38M
4
LRN icon
Stride
LRN
+$1.92M
5
FND icon
Floor & Decor
FND
+$1.27M

Top Sells

1
+$2.83M
2
+$2.21M
3
+$1.96M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.56M
5
PYPL icon
PayPal
PYPL
+$1.54M

Sector Composition

1 Financials 13.78%
2 Communication Services 11.53%
3 Technology 10.27%
4 Healthcare 8.95%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIG icon
1
Vanguard Dividend Appreciation ETF
VIG
$109B
$14.6M 7.51%
67,679
+1,661
BLV icon
2
Vanguard Long-Term Bond ETF
BLV
$5.86B
$10.6M 5.48%
154,303
+2,647
VYM icon
3
Vanguard High Dividend Yield ETF
VYM
$78.9B
$10.5M 5.44%
71,180
+336
BRK.B icon
4
Berkshire Hathaway Class B
BRK.B
$1.05T
$9.42M 4.86%
19,665
+6,176
VTI icon
5
Vanguard Total Stock Market ETF
VTI
$651B
$9.1M 4.7%
28,375
-3,119
AMZN icon
6
Amazon
AMZN
$2.56T
$7.78M 4.02%
37,361
-1,166
PBI icon
7
Pitney Bowes
PBI
$2.35B
$7.71M 3.98%
698,165
-189
MKL icon
8
Markel Group
MKL
$23.3B
$7.13M 3.68%
3,728
+112
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$4.43T
$6.97M 3.6%
24,244
-4,975
REGN icon
10
Regeneron Pharmaceuticals
REGN
$63.5B
$6.45M 3.33%
8,344
-1,479
BIV icon
11
Vanguard Intermediate-Term Bond ETF
BIV
$28.7B
$6.35M 3.28%
82,274
+1,387
TSM icon
12
TSMC
TSM
$2.26T
$6.1M 3.15%
18,050
-6,416
META icon
13
Meta Platforms (Facebook)
META
$1.45T
$5.73M 2.96%
10,016
+663
ELV icon
14
Elevance Health
ELV
$85.2B
$5.48M 2.83%
18,729
+1,065
DIS icon
15
Walt Disney
DIS
$175B
$4.83M 2.49%
50,146
-3,492
RSP icon
16
Invesco S&P 500 Equal Weight ETF
RSP
$91B
$4.54M 2.34%
23,649
+5,984
PTY icon
17
PIMCO Corporate & Income Opportunity Fund
PTY
$2.51B
$4.41M 2.28%
365,641
+13,411
ACN icon
18
Accenture
ACN
$97.1B
$4.14M 2.14%
+20,903
KSPI icon
19
Kaspi.kz JSC
KSPI
$16.1B
$3.78M 1.95%
51,073
+8,681
FCNCA icon
20
First Citizens BancShares
FCNCA
$24.3B
$3.3M 1.7%
1,752
+26
V icon
21
Visa
V
$629B
$3.29M 1.7%
10,893
+124
MSFT icon
22
Microsoft
MSFT
$2.82T
$2.91M 1.5%
7,849
+878
CVX icon
23
Chevron
CVX
$354B
$2.78M 1.43%
13,424
+185
VEU icon
24
Vanguard FTSE All-World ex-US ETF
VEU
$67.2B
$2.77M 1.43%
36,882
-1,210
CSCO icon
25
Cisco
CSCO
$465B
$2.74M 1.41%
35,275
+419
1
2 3