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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
RIO icon
276
Rio Tinto
RIO
$161B
$425K 0.03%
+4,550
SHOP icon
277
Shopify
SHOP
$140B
$419K 0.03%
+3,533
MS icon
278
Morgan Stanley
MS
$326B
$416K 0.03%
+2,525
VONG icon
279
Vanguard Russell 1000 Growth ETF
VONG
$43.1B
$407K 0.03%
+3,711
C icon
280
Citigroup
C
$227B
$402K 0.03%
+3,547
IVE icon
281
iShares S&P 500 Value ETF
IVE
$47.1B
$402K 0.03%
+1,903
HIG icon
282
Hartford Financial Services
HIG
$35.4B
$402K 0.03%
2,970
+371
DFAI icon
283
Dimensional International Core Equity Market ETF
DFAI
$16B
$397K 0.03%
+10,183
AIS
284
VistaShares Artificial Intelligence Supercycle ETF
AIS
$695M
$395K 0.03%
+9,427
EFA icon
285
iShares MSCI EAFE ETF
EFA
$75B
$395K 0.03%
+4,062
IJK icon
286
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$393K 0.03%
+3,903
SLV icon
287
iShares Silver Trust
SLV
$30.8B
$386K 0.03%
5,671
+2,010
PRK icon
288
Park National Corp
PRK
$3.19B
$386K 0.03%
2,362
+44
CZNC icon
289
Citizens & Northern Corp
CZNC
$393M
$377K 0.03%
16,897
SUB icon
290
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$372K 0.03%
3,489
+932
SPLV icon
291
Invesco S&P 500 Low Volatility ETF
SPLV
$7.03B
$370K 0.03%
+5,062
VRT icon
292
Vertiv
VRT
$108B
$369K 0.03%
+1,472
NVO
293
Novo Nordisk
NVO
$190B
$365K 0.03%
9,927
+1,089
FDEC icon
294
FT Vest US Equity Buffer ETF December
FDEC
$1.35B
$365K 0.03%
7,334
+3,090
BMO icon
295
Bank of Montreal
BMO
$115B
$360K 0.03%
+2,660
BTI icon
296
British American Tobacco
BTI
$132B
$357K 0.03%
+6,103
DLN icon
297
WisdomTree US LargeCap Dividend Fund
DLN
$6.04B
$356K 0.03%
+3,989
CB icon
298
Chubb
CB
$128B
$354K 0.03%
+1,085
TMO icon
299
Thermo Fisher Scientific
TMO
$179B
$353K 0.03%
719
+229
BND icon
300
Vanguard Total Bond Market
BND
$156B
$352K 0.02%
+4,785
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