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
$136M
AUM Growth
+$9.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.99M
3
+$352K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$330K
5
AAPL icon
Apple
AAPL
+$131K

Top Sells

1
+$4.17M
2
+$3.22M
3
+$500K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$248K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$180K

Sector Composition

1 Financials 14.92%
2 Technology 11.99%
3 Communication Services 7.07%
4 Consumer Discretionary 6.03%
5 Healthcare 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$698K 0.51%
11,025
52
$660K 0.49%
94
+3
53
$566K 0.42%
9,762
+422
54
$371K 0.27%
1,739
-20
55
$315K 0.23%
6,000
-105
56
– –
-109,655
1 2
3