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
$148M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.06%
2 Technology 12.47%
3 Communication Services 7.89%
4 Consumer Discretionary 6.41%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$764K 0.52%
94
52
$757K 0.51%
1,448
53
$589K 0.4%
9,762
54
$398K 0.27%
1,739
55
$361K 0.24%
6,000