EWM
Evergreen Wealth Management Portfolio holdings
AUM
$199M
1-Year Est. Return
16.93%
This Fund
S&P 500
1 Year Est. Return
+16.93%
AUM
$199M
AUM Growth
+$7.81M
(+4.1%)
Holding
55
Top Buys
| 1 | +$3.35M | |
| 2 | +$1.71M | |
| 3 | +$1.16M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$881K |
| 5 |
Meta Platforms (Facebook)
META
|
+$512K |
Top Sells
| 1 | +$5.06M | |
| 2 | +$2.18M | |
| 3 | +$1.86M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$618K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$121K |
Sector Composition
| 1 | Financials | 13.75% |
| 2 | Communication Services | 12.32% |
| 3 | Healthcare | 11.06% |
| 4 | Technology | 9.7% |
| 5 | Consumer Discretionary | 6.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
ASML
ASML
$530B
| $252K | 0.13% |
235
+9
|
|
||
52
Apple
AAPL
$3.71T
| $247K | 0.12% |
909
-6
|
|
||
53
Novo Nordisk
NVO
$171B
| $234K | 0.12% |
+4,592
|
|
||
54
Chubb
CB
$129B
| $218K | 0.11% |
+698
|
|
||
|
FISV
55
Fiserv Inc
FISV
$30.8B
| – | – |
-39,254
|
|