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
$151M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$803

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.41%
2 Technology 14.02%
3 Communication Services 8.65%
4 Consumer Discretionary 6.43%
5 Healthcare 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$715K 0.47%
94
52
$589K 0.39%
9,762
53
$559K 0.37%
1,448
54
$406K 0.27%
6,000
55
$379K 0.25%
1,739