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
$136M
AUM Growth
+$9.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.99M
3
+$352K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$330K
5
AAPL icon
Apple
AAPL
+$131K

Top Sells

1
+$4.17M
2
+$3.22M
3
+$500K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$248K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$180K

Sector Composition

1 Financials 14.92%
2 Technology 11.99%
3 Communication Services 7.07%
4 Consumer Discretionary 6.03%
5 Healthcare 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 1.49%
6,509
+1
27
$1.95M 1.44%
11,488
+275
28
$1.86M 1.36%
3,935
+102
29
$1.83M 1.35%
54,421
+1,338
30
$1.59M 1.17%
10,167
-255
31
$1.58M 1.16%
19,165
+510
32
$1.5M 1.1%
24,374
+5,734
33
$1.48M 1.09%
29,380
+509
34
$1.46M 1.07%
10,074
-1,709
35
$1.41M 1.04%
23,506
+402
36
$1.41M 1.04%
4,892
+84
37
$1.37M 1.01%
53,895
-1,035
38
$1.25M 0.92%
12,495
+206
39
$1.21M 0.89%
9,279
+220
40
$1.2M 0.89%
5,482
-820
41
$1.19M 0.87%
8,412
+301
42
$1.15M 0.85%
20,527
+893
43
$1.13M 0.83%
9,823
+423
44
$1.07M 0.79%
2,032
+35
45
$950K 0.7%
268
+9
46
$916K 0.67%
2
47
$836K 0.61%
20,336
+890
48
$811K 0.6%
22,513
+419
49
$790K 0.58%
13,239
+272
50
$710K 0.52%
1,448
+57
1
2
3