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
1
$10.6M 6.25%
54,034
-468
2
$10.4M 6.12%
35,759
+5,981
3
$8.6M 5.08%
67,394
-352
4
$7.87M 4.65%
35,868
+729
5
$6.9M 4.08%
100,904
+2,797
6
$6.74M 3.98%
117,081
-6,191
7
$6.73M 3.97%
14,837
+997
8
$6.22M 3.68%
3,604
+81
9
$6.21M 3.67%
10,600
-201
10
$5.76M 3.41%
30,452
+2,038
11
$5.36M 3.17%
71,681
+1,943
12
$5.31M 3.14%
26,902
+525
13
$4.31M 2.55%
299,976
+8,820
14
$4.22M 2.49%
27,179
+725
15
$4.15M 2.45%
20,929
+708
16
$3.66M 2.16%
47,364
+1,191
17
$3.59M 2.12%
9,741
+4,388
18
$3.56M 2.1%
8,440
+154
19
$3.4M 2.01%
10,763
+222
20
$3.22M 1.9%
12,857
-1,509
21
$3.18M 1.88%
21,994
-2,623
22
$3.1M 1.83%
36,366
+1,404
23
$3.06M 1.81%
10,938
+348
24
$3M 1.77%
6,173
-267
25
$2.49M 1.47%
10,368
+198
1
2 3