EWM

Evergreen Wealth Management Portfolio holdings

AUM $194M
1-Year Est. Return 13.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$5.63M
3
+$3.33M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$2.02M
5
ELV icon
Elevance Health
ELV
+$1.35M

Top Sells

1
+$2.61M
2
+$2.37M
3
+$1.97M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.79M
5
FIS icon
Fidelity National Information Services
FIS
+$1.56M

Sector Composition

1 Communication Services 12.69%
2 Technology 12.29%
3 Financials 12.24%
4 Healthcare 9.6%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 1.32%
7,958
-412
27
$2.4M 1.26%
35,127
+455
28
$2.39M 1.25%
9,821
-556
29
$2.22M 1.17%
11,919
+25
30
$2.04M 1.07%
25,791
-22,720
31
$2.03M 1.06%
+40,582
32
$2.02M 1.06%
13,018
+210
33
$1.98M 1.04%
5,736
+2,548
34
$1.91M 1%
10,261
-2,981
35
$1.63M 0.86%
5,787
-825
36
$1.49M 0.78%
7,123
-10
37
$1.38M 0.72%
4,685
+6
38
$1.37M 0.72%
7,850
+16
39
$1.23M 0.64%
45,011
-2,100
40
$1.22M 0.64%
2,230
+16
41
$1.18M 0.62%
5,475
-1,175
42
$1.11M 0.58%
3,745
-7
43
$1.04M 0.55%
+23,188
44
$922K 0.48%
115
+6
45
$840K 0.44%
8,298
46
$791K 0.41%
16,130
-3,224
47
$668K 0.35%
4,684
-50
48
$529K 0.28%
9,761
-102
49
$333K 0.17%
4,527
-43
50
$233K 0.12%
915
-4,756
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