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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
NFLX icon
26
Netflix
NFLX
$324B
$2.59M 1.34%
+26,974
VUSB icon
27
Vanguard Ultra-Short Bond ETF
VUSB
$8.79B
$2.54M 1.31%
51,111
+4,595
LMT icon
28
Lockheed Martin
LMT
$123B
$2.54M 1.31%
4,210
-2,275
JPM icon
29
JPMorgan Chase
JPM
$894B
$2.43M 1.25%
8,247
+111
VUG icon
30
Vanguard Growth ETF
VUG
$222B
$2.27M 1.17%
31,248
-6
VTV icon
31
Vanguard Value ETF
VTV
$183B
$2.22M 1.15%
11,312
+6
BSV icon
32
Vanguard Short-Term Bond ETF
BSV
$45B
$2.13M 1.1%
27,215
+466
LRN icon
33
Stride
LRN
$3.58B
$2.08M 1.08%
+23,629
JNJ icon
34
Johnson & Johnson
JNJ
$564B
$1.9M 0.98%
7,755
-12,160
AMGN icon
35
Amgen
AMGN
$184B
$1.71M 0.88%
4,868
-1,004
UNH icon
36
UnitedHealth
UNH
$363B
$1.59M 0.82%
5,881
+67
VBR icon
37
Vanguard Small-Cap Value ETF
VBR
$35.9B
$1.48M 0.77%
6,832
+2
BKNG icon
38
Booking.com
BKNG
$133B
$1.42M 0.73%
8,425
+2,775
GOOG icon
39
Alphabet (Google) Class C
GOOG
$4.42T
$1.39M 0.72%
4,853
-2,810
SCHD icon
40
Schwab US Dividend Equity ETF
SCHD
$93.9B
$1.37M 0.71%
44,758
-1,463
VOE icon
41
Vanguard Mid-Cap Value ETF
VOE
$22.7B
$1.37M 0.71%
7,449
+4
CPRT icon
42
Copart
CPRT
$27.3B
$1.33M 0.69%
40,167
+16,140
VOT icon
43
Vanguard Mid-Cap Growth ETF
VOT
$19.4B
$1.15M 0.59%
4,455
-1
VBK icon
44
Vanguard Small-Cap Growth ETF
VBK
$23.6B
$1.08M 0.56%
3,559
FND icon
45
Floor & Decor
FND
$5.41B
$989K 0.51%
+19,471
JXN icon
46
Jackson Financial
JXN
$7.56B
$877K 0.45%
8,298
TTD icon
47
Trade Desk
TTD
$8.54B
$816K 0.42%
35,975
+19,195
NVR icon
48
NVR
NVR
$16.9B
$795K 0.41%
121
+2
VSS icon
49
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.6B
$662K 0.34%
4,540
+100
VWO icon
50
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$515K 0.27%
9,532
+302
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