EWM

Evergreen Wealth Management Portfolio holdings

AUM $199M
1-Year Est. Return 16.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.67M
3
+$1.55M
4
AMZN icon
Amazon
AMZN
+$1.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.33M

Top Sells

1
+$6.88M
2
+$1.02M
3
+$775K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$740K
5
DHIL icon
Diamond Hill
DHIL
+$549K

Sector Composition

1 Financials 13.53%
2 Communication Services 13.15%
3 Technology 12.73%
4 Healthcare 10.68%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 1.34%
5,444
-132
27
$2.37M 1.33%
27,208
+306
28
$2.1M 1.18%
11,894
-293
29
$2.09M 1.17%
13,242
+3,170
30
$1.97M 1.1%
12,348
+81
31
$1.85M 1.04%
6,612
-1,852
32
$1.84M 1.03%
10,377
+2,766
33
$1.83M 1.03%
12,808
+66
34
$1.56M 0.88%
19,210
+58
35
$1.54M 0.87%
10,628
-3,994
36
$1.54M 0.86%
266
-16
37
$1.39M 0.78%
19,354
+2,106
38
$1.39M 0.78%
7,133
-162
39
$1.33M 0.75%
4,679
-114
40
$1.29M 0.72%
7,834
-193
41
$1.25M 0.7%
47,111
-112
42
$1.16M 0.65%
5,671
-3,840
43
$1.04M 0.58%
3,752
-92
44
$1.04M 0.58%
2,214
+32
45
$994K 0.56%
3,188
+15
46
$801K 0.45%
109
+2
47
$737K 0.41%
+8,298
48
$636K 0.36%
4,734
-81
49
$488K 0.27%
9,863
-160
50
$316K 0.18%
4,570
-83
1
2
3