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
$151M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$803

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.41%
2 Technology 14.02%
3 Communication Services 8.65%
4 Consumer Discretionary 6.43%
5 Healthcare 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.32M 1.54%
11,488
27
$2.3M 1.52%
16,316
28
$2.16M 1.43%
54,421
29
$2.13M 1.41%
3,935
30
$1.77M 1.17%
23,506
31
$1.54M 1.02%
8,412
32
$1.53M 1.01%
4,892
33
$1.52M 1%
10,074
34
$1.51M 1%
19,165
35
$1.49M 0.98%
10,167
36
$1.45M 0.96%
9,279
37
$1.44M 0.95%
12,495
38
$1.41M 0.94%
24,374
39
$1.4M 0.93%
53,895
40
$1.4M 0.92%
29,380
41
$1.26M 0.83%
5,482
42
$1.2M 0.8%
20,527
43
$1.15M 0.76%
9,823
44
$1.06M 0.7%
268
45
$1.03M 0.69%
2,032
46
$1.03M 0.68%
2
47
$890K 0.59%
20,336
48
$834K 0.55%
13,239
49
$801K 0.53%
22,513
50
$776K 0.51%
11,025
1
2
3