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EWS

Evergreen Wealth Solutions Portfolio holdings

AUM $1.41B
1-Year Est. Return 18.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$697M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$46.5M
2
+$46.5M
3
+$43M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$30.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$30.4M

Top Sells

1
+$7.34M
2
+$2.04M
3
+$1.72M
4
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$1.72M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.11M

Sector Composition

1 Technology 8.02%
2 Financials 2.56%
3 Healthcare 2.22%
4 Consumer Discretionary 2.17%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YSEP icon
226
FT Vest International Equity Buffer ETF September
YSEP
$123M
$592K 0.04%
+22,606
PRU icon
227
Prudential Financial
PRU
$36.5B
$591K 0.04%
6,048
+1,337
ACWX icon
228
iShares MSCI ACWI ex US ETF
ACWX
$11.1B
$573K 0.04%
+8,363
APD icon
229
Air Products & Chemicals
APD
$61.6B
$561K 0.04%
1,930
+64
AEP icon
230
American Electric Power
AEP
$69.9B
$559K 0.04%
4,262
+1,200
EXC icon
231
Exelon
EXC
$46.7B
$555K 0.04%
11,332
-459
MDY icon
232
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.3B
$554K 0.04%
898
+132
AMP icon
233
Ameriprise Financial
AMP
$40.5B
$546K 0.04%
1,228
+54
XLF icon
234
State Street Financial Select Sector SPDR ETF
XLF
$49B
$543K 0.04%
+10,999
TJX icon
235
TJX Companies
TJX
$185B
$541K 0.04%
3,390
+768
SO icon
236
Southern Company
SO
$106B
$540K 0.04%
+5,595
GMAY icon
237
FT Vest US Equity Moderate Buffer ETF May
GMAY
$448M
$536K 0.04%
+13,065
MAR icon
238
Marriott International
MAR
$102B
$535K 0.04%
1,635
+926
HYGH icon
239
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$530M
$534K 0.04%
+6,236
BSX icon
240
Boston Scientific
BSX
$71.9B
$529K 0.04%
+8,432
RSPT icon
241
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.24B
$529K 0.04%
+11,685
USMV icon
242
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
$529K 0.04%
+5,700
NVS icon
243
Novartis
NVS
$283B
$526K 0.04%
3,441
+690
IWS icon
244
iShares Russell Mid-Cap Value ETF
IWS
$15.1B
$524K 0.04%
3,599
+1,945
RTX icon
245
RTX Corp
RTX
$239B
$516K 0.04%
2,675
+667
DTE icon
246
DTE Energy
DTE
$30.4B
$515K 0.04%
3,524
-556
AZN icon
247
AstraZeneca
AZN
$278B
$515K 0.04%
+2,610
F icon
248
Ford
F
$57B
$515K 0.04%
44,607
+7,273
ROP icon
249
Roper Technologies
ROP
$33.7B
$513K 0.04%
1,450
-255
PSX icon
250
Phillips 66
PSX
$72.9B
$502K 0.04%
2,757
+851
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