EWM

Evergreen Wealth Management Portfolio holdings

AUM $199M
1-Year Est. Return 16.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.67M
3
+$1.55M
4
AMZN icon
Amazon
AMZN
+$1.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.33M

Top Sells

1
+$6.88M
2
+$1.02M
3
+$775K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$740K
5
DHIL icon
Diamond Hill
DHIL
+$549K

Sector Composition

1 Financials 13.53%
2 Communication Services 13.15%
3 Technology 12.73%
4 Healthcare 10.68%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-663
52
– –
-120,421
53
– –
-3,855
54
– –
-6,000
1 2
3