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
$169M
AUM Growth
+$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.62M
3
+$1.32M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$452K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$386K

Top Sells

1
+$1.43M
2
+$884K
3
+$379K
4
AAPL icon
Apple
AAPL
+$378K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$356K

Sector Composition

1 Financials 15.7%
2 Technology 11.36%
3 Communication Services 9.56%
4 Consumer Discretionary 7.98%
5 Healthcare 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 1.44%
41,274
+46
27
$2.34M 1.38%
5,702
-97
28
$2.15M 1.27%
26,865
+663
29
$2.08M 1.23%
12,305
+53
30
$1.86M 1.1%
12,082
+191
31
$1.67M 0.99%
18,336
+20
32
$1.64M 0.97%
28,583
+3,291
33
$1.64M 0.97%
11,294
+24
34
$1.63M 0.97%
10,340
-5,598
35
$1.61M 0.95%
8,473
+771
36
$1.55M 0.92%
313
+12
37
$1.51M 0.89%
18,711
+18
38
$1.32M 0.78%
+9,855
39
$1.31M 0.78%
2,594
-15
40
$1.31M 0.78%
8,109
+32
41
$1.31M 0.77%
47,866
-3,302
42
$1.27M 0.75%
4,872
-29
43
$1.25M 0.74%
4,909
+6
44
$1.12M 0.66%
9,802
-560
45
$954K 0.56%
8,115
+438
46
$944K 0.56%
2,170
+106
47
$900K 0.53%
20,429
-1,097
48
$899K 0.53%
110
+4
49
$842K 0.5%
6,871
-37
50
$571K 0.34%
7,215
-3,690
1
2
3