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EWP

Evergreen Wealth Partners Portfolio holdings

AUM $131M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$17.1M
3
+$10.5M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$5.73M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.39M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.91%
2 Consumer Discretionary 3.68%
3 Financials 3.09%
4 Consumer Staples 1.87%
5 Healthcare 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MINT icon
51
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.5B
$335K 0.28%
+3,338
VOOG icon
52
Vanguard S&P 500 Growth ETF
VOOG
$26.1B
$320K 0.27%
+4,320
IBDS icon
53
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.79B
$320K 0.27%
+13,168
IBDR icon
54
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.47B
$316K 0.27%
+13,056
ESGV icon
55
Vanguard ESG US Stock ETF
ESGV
$13.3B
$316K 0.27%
+2,613
ORCL icon
56
Oracle
ORCL
$405B
$301K 0.25%
+1,545
MA icon
57
Mastercard
MA
$465B
$291K 0.25%
+510
MUR icon
58
Murphy Oil
MUR
$4.84B
$289K 0.24%
+9,260
BROS icon
59
Dutch Bros
BROS
$9.27B
$288K 0.24%
+4,704
NVDA icon
60
NVIDIA
NVDA
$5.11T
$287K 0.24%
+1,537
SMH icon
61
VanEck Semiconductor ETF
SMH
$71B
$271K 0.23%
+752
SBUX icon
62
Starbucks
SBUX
$121B
$270K 0.23%
+3,208
SYK icon
63
Stryker
SYK
$126B
$263K 0.22%
+749
IBDU icon
64
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.96B
$258K 0.22%
+11,012
IBDT icon
65
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.99B
$256K 0.22%
+10,047
GOOGL icon
66
Alphabet (Google) Class A
GOOGL
$4.36T
$253K 0.21%
+807
AMZN icon
67
Amazon
AMZN
$2.64T
$249K 0.21%
+1,078
SPY icon
68
State Street SPDR S&P 500 ETF Trust
SPY
$792B
$246K 0.21%
+361
LLY icon
69
Eli Lilly
LLY
$1.06T
$235K 0.2%
+219
XOM icon
70
ExxonMobil
XOM
$576B
$234K 0.2%
+1,941
O icon
71
Realty Income
O
$59B
$233K 0.2%
+4,133
IGF icon
72
iShares Global Infrastructure ETF
IGF
$10.9B
$231K 0.2%
+3,772
NEE icon
73
NextEra Energy
NEE
$183B
$228K 0.19%
+2,835
FEGE
74
First Eagle Global Equity ETF
FEGE
$2.07B
$226K 0.19%
+4,900
NOBL icon
75
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$218K 0.18%
+4,188
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3
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