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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
IBDZ
351
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$881M
$262K 0.02%
+10,062
O icon
352
Realty Income
O
$57.9B
$262K 0.02%
+4,280
MSI icon
353
Motorola Solutions
MSI
$68.3B
$260K 0.02%
+599
FDHY icon
354
Fidelity High Yield Factor ETF
FDHY
$523M
$259K 0.02%
+5,332
YJUN icon
355
FT Vest International Equity Buffer ETF June
YJUN
$127M
$254K 0.02%
+9,868
PBMR icon
356
PGIM US Large-Cap Buffer 20 ETF March
PBMR
$35.8M
$254K 0.02%
+8,367
UNH icon
357
UnitedHealth
UNH
$370B
$253K 0.02%
934
+195
VDC icon
358
Vanguard Consumer Staples ETF
VDC
$8.01B
$252K 0.02%
+1,123
HSY icon
359
Hershey
HSY
$35.8B
$251K 0.02%
+1,209
XLE icon
360
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$251K 0.02%
+4,089
GILD icon
361
Gilead Sciences
GILD
$151B
$250K 0.02%
1,791
-294
GAPR icon
362
FT Vest US Equity Moderate Buffer ETF April
GAPR
$282M
$249K 0.02%
+6,143
USB icon
363
US Bancorp
USB
$88.5B
$247K 0.02%
4,757
+540
MDT icon
364
Medtronic
MDT
$103B
$246K 0.02%
+2,838
PWR icon
365
Quanta Services
PWR
$97.7B
$245K 0.02%
447
-479
SPGI icon
366
S&P Global
SPGI
$126B
$245K 0.02%
+575
BOTZ icon
367
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.39B
$243K 0.02%
+7,328
FHLC icon
368
Fidelity MSCI Health Care Index ETF
FHLC
$3.04B
$239K 0.02%
+3,400
PBDE
369
PGIM US Large-Cap Buffer 20 ETF - December
PBDE
$38.2M
$239K 0.02%
+8,245
SHEL icon
370
Shell
SHEL
$239B
$238K 0.02%
+2,556
ERIC icon
371
Ericsson
ERIC
$38.5B
$238K 0.02%
21,084
-2,218
KTOS icon
372
Kratos Defense & Security Solutions
KTOS
$10.3B
$236K 0.02%
3,345
+18
KR icon
373
Kroger
KR
$39.7B
$233K 0.02%
+3,218
FISV
374
Fiserv Inc
FISV
$28.4B
$231K 0.02%
+4,145
HCA icon
375
HCA Healthcare
HCA
$82.8B
$227K 0.02%
+480
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