EWS
Evergreen Wealth Solutions Portfolio holdings
AUM
$717M
1-Year Est. Return
17.01%
This Fund
S&P 500
1 Year Est. Return
+17.01%
AUM
$717M
AUM Growth
+$539M
(+304%)
Holding
229
Top Buys
| 1 | +$117M | |
| 2 | +$54.4M | |
| 3 | +$39.4M | |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$29.8M |
| 5 |
WCMI
First Trust WCM International Equity ETF
WCMI
|
+$25.6M |
Top Sells
| 1 | +$4.17M | |
| 2 | +$1.24M | |
| 3 | +$406K | |
| 4 |
FISV
Fiserv Inc
FISV
|
+$320K |
| 5 |
Automatic Data Processing
ADP
|
+$274K |
Sector Composition
| 1 | Technology | 5.84% |
| 2 | Financials | 1.96% |
| 3 | Communication Services | 1.4% |
| 4 | Healthcare | 1.32% |
| 5 | Consumer Discretionary | 1.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
IBDQ
226
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| – | – |
-49,255
|
|
||
227
Kenvue
KVUE
$34B
| – | – |
-14,109
|
|
||
|
LAZR
228
DELISTED
Luminar Technologies
LAZR
| – | – |
-19,032
|
|
||
229
West Pharmaceutical
WST
$17.1B
| – | – |
-814
|
|