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
$128M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.51M
3
+$1.34M
4
FIS icon
Fidelity National Information Services
FIS
+$1.25M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$840K

Top Sells

1
+$1.17M
2
+$968K
3
+$925K
4
AVGO icon
Broadcom
AVGO
+$801K
5
ENB icon
Enbridge
ENB
+$689K

Sector Composition

1 Financials 13.3%
2 Technology 10.85%
3 Communication Services 6.86%
4 Consumer Discretionary 4.92%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$511K 0.4%
9,119
+1,883
52
$320K 0.25%
+6,105
53
– –
-16,662
54
– –
-8,616
55
– –
-2,731
1 2
3