EWM

Evergreen Wealth Management Portfolio holdings

AUM $178M
1-Year Est. Return 14.75%
This Quarter Est. Return
1 Year Est. Return
+14.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$6.25M
3
+$5.98M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.46M
5
BND icon
Vanguard Total Bond Market
BND
+$5.17M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.75%
2 Technology 9.31%
3 Communication Services 6.46%
4 Energy 4.68%
5 Healthcare 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 1.44%
+40,145
27
$1.53M 1.41%
+10,473
28
$1.44M 1.32%
+7,159
29
$1.43M 1.31%
+10,648
30
$1.39M 1.28%
+49,358
31
$1.34M 1.23%
+28,116
32
$1.33M 1.22%
+40,107
33
$1.3M 1.2%
+6,122
34
$1.23M 1.13%
+16,489
35
$1.17M 1.08%
+10,684
36
$1.12M 1.03%
+14,373
37
$1.1M 1.01%
+10,626
38
$1.04M 0.96%
+8,182
39
$949K 0.87%
+17,920
40
$921K 0.85%
+1,737
41
$874K 0.8%
+2
42
$772K 0.71%
+8,695
43
$731K 0.67%
+5,377
44
$712K 0.66%
+14,201
45
$700K 0.64%
+6,812
46
$670K 0.62%
+11,910
47
$632K 0.58%
+10,027
48
$613K 0.56%
+8,588
49
$608K 0.56%
+2,962
50
$548K 0.5%
+14,051
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