EWM
Evergreen Wealth Management Portfolio holdings
AUM
$178M
1-Year Est. Return
14.75%
1 Year Est. Return
+14.75%
AUM
$178M
AUM Growth
+$10.9M
(+6.5%)
Holding
54
Top Buys
| 1 | +$4.13M | |
| 2 | +$2.51M | |
| 3 | +$1.67M | |
| 4 |
Vanguard Long-Term Bond ETF
BLV
|
+$1.58M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.43M |
Top Sells
| 1 | +$6.88M | |
| 2 | +$1.1M | |
| 3 | +$788K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$708K |
| 5 |
Diamond Hill
DHIL
|
+$580K |
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 | |
|---|---|---|---|---|---|---|
51
Chubb
CB
$111B
| – | – |
-663
|
|
||
52
JPMorgan Equity Premium Income ETF
JEPI
$41.7B
| – | – |
-120,421
|
|
||
53
O'Reilly Automotive
ORLY
$82.4B
| – | – |
-3,855
|
|
||
54
Walmart
WMT
$846B
| – | – |
-6,000
|
|