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EWM
Evergreen Wealth Management Portfolio holdings
AUM
$194M
1-Year Est. Return
13.93%
This Fund
S&P 500
1 Year Est. Return
+13.93%
AUM
$194M
AUM Growth
-$4.85M
(-2.4%)
Holding
58
Top Buys
| 1 | +$4.87M | |
| 2 | +$3.03M | |
| 3 | +$2.38M | |
| 4 |
Stride
LRN
|
+$1.92M |
| 5 |
Floor & Decor
FND
|
+$1.27M |
Top Sells
| 1 | +$2.83M | |
| 2 | +$2.21M | |
| 3 | +$1.96M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.56M |
| 5 |
PayPal
PYPL
|
+$1.54M |
Sector Composition
| 1 | Financials | 13.78% |
| 2 | Communication Services | 11.53% |
| 3 | Technology | 10.27% |
| 4 | Healthcare | 8.95% |
| 5 | Industrials | 5.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Total International Stock ETF
VXUS
$154B
| $345K | 0.18% |
4,470
+97
|
|
||
52
Chubb
CB
$127B
| $244K | 0.13% |
749
+51
|
|
||
53
Apple
AAPL
$4.35T
| $229K | 0.12% |
902
-7
|
|
||
|
NVO
54
Novo Nordisk
NVO
$193B
| $209K | 0.11% |
5,698
+1,106
|
|
||
55
ASML
ASML
$720B
| – | – |
-235
|
|
||
56
NVIDIA
NVDA
$4.96T
| – | – |
-10,528
|
|
||
|
57
PayPal
PYPL
$37.1B
| – | – |
-26,358
|
|
||
58
Ulta Beauty
ULTA
$19.4B
| – | – |
-2,302
|
|