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
$169M
AUM Growth
+$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.62M
3
+$1.32M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$452K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$386K

Top Sells

1
+$1.43M
2
+$884K
3
+$379K
4
AAPL icon
Apple
AAPL
+$378K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$356K

Sector Composition

1 Financials 15.7%
2 Technology 11.36%
3 Communication Services 9.56%
4 Consumer Discretionary 7.98%
5 Healthcare 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$558K 0.33%
9,469
-815
52
$542K 0.32%
6,000
53
$407K 0.24%
1
54
– –
-108,154
1 2
3