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
$148M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.06%
2 Technology 12.47%
3 Communication Services 7.89%
4 Consumer Discretionary 6.41%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 1.52%
6,509
27
$2.06M 1.4%
54,421
28
$2.04M 1.38%
3,935
29
$2.03M 1.37%
11,817
30
$1.74M 1.18%
23,506
31
$1.67M 1.13%
19,165
32
$1.63M 1.11%
24,374
33
$1.61M 1.09%
10,167
34
$1.58M 1.07%
9,279
35
$1.57M 1.06%
10,074
36
$1.47M 0.99%
29,380
37
$1.45M 0.98%
12,495
38
$1.45M 0.98%
53,895
39
$1.39M 0.94%
4,892
40
$1.29M 0.88%
5,482
41
$1.28M 0.87%
8,412
42
$1.2M 0.81%
20,527
43
$1.15M 0.78%
9,823
44
$1.07M 0.72%
2
45
$1M 0.68%
2,032
46
$972K 0.66%
268
47
$860K 0.58%
13,239
48
$849K 0.58%
20,336
49
$830K 0.56%
11,025
50
$815K 0.55%
22,513
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