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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$47.6M
2
+$8.03M
3
+$5.91M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.43M
5
BND icon
Vanguard Total Bond Market
BND
+$5.43M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.75%
2 Technology 9.31%
3 Communication Services 6.46%
4 Energy 4.68%
5 Healthcare 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$478K 0.44%
+2,604
52
$378K 0.35%
+82
53
$351K 0.32%
+6,788
54
$246K 0.23%
+1,371
1 2
3