EWM

Evergreen Wealth Management Portfolio holdings

AUM $178M
1-Year Est. Return 14.75%
This Quarter Est. Return
1 Year Est. Return
+14.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$2.25M
3
+$1.48M
4
MKL icon
Markel Group
MKL
+$915K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$739K

Top Sells

1
+$43M
2
+$14.9M
3
+$5.17M
4
IDT icon
IDT Corp
IDT
+$1.39M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$798K

Sector Composition

1 Financials 12.86%
2 Technology 10.18%
3 Communication Services 7.18%
4 Energy 4.4%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$300K 0.27%
2,731
-136,203
52
– –
-75,767
53
– –
-1,371
54
– –
-49,358
55
– –
-2,962
56
– –
-5,377
1 2
3