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
$113M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$2.25M
3
+$1.48M
4
MKL icon
Markel Group
MKL
+$915K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$739K

Top Sells

1
+$43M
2
+$14.9M
3
+$5.17M
4
IDT icon
IDT Corp
IDT
+$1.39M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$798K

Sector Composition

1 Financials 12.86%
2 Technology 10.18%
3 Communication Services 7.18%
4 Energy 4.4%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 1.44%
6,506
+384
27
$1.61M 1.43%
14,701
+204
28
$1.56M 1.39%
11,994
+180
29
$1.55M 1.38%
16,677
+188
30
$1.54M 1.37%
40,379
+234
31
$1.48M 1.32%
+19,338
32
$1.47M 1.31%
28,144
+28
33
$1.43M 1.27%
11,181
+497
34
$1.33M 1.18%
16,479
+2,106
35
$1.22M 1.09%
6,433
-4,193
36
$1.17M 1.04%
40,832
+725
37
$1.16M 1.03%
8,282
+100
38
$925K 0.82%
16,662
-1,258
39
$918K 0.81%
8,823
+128
40
$852K 0.76%
2
41
$817K 0.73%
1,730
-7
42
$811K 0.72%
15,171
+970
43
$795K 0.71%
7,275
+463
44
$674K 0.6%
11,910
45
$649K 0.58%
10,398
+371
46
$607K 0.54%
15,031
+980
47
$599K 0.53%
8,616
+28
48
$543K 0.48%
2,865
+261
49
$487K 0.43%
87
+5
50
$400K 0.35%
7,236
+448
1
2
3