EWS

Evergreen Wealth Solutions Portfolio holdings

AUM $166M
1-Year Est. Return 17.14%
This Quarter Est. Return
1 Year Est. Return
+17.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$6.35M
3
+$5.09M
4
AAPL icon
Apple
AAPL
+$4.9M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.96M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.48%
2 Healthcare 8.95%
3 Financials 8.81%
4 Communication Services 5.75%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 1.09%
+10,096
27
$1.18M 1.07%
+4,689
28
$1.17M 1.06%
+2,377
29
$1.15M 1.04%
+6,713
30
$1.12M 1.02%
+10,001
31
$1.1M 1%
+2,201
32
$1.02M 0.93%
+8,728
33
$950K 0.86%
+5,039
34
$948K 0.86%
+4,040
35
$920K 0.83%
+24,430
36
$915K 0.83%
+6,847
37
$867K 0.79%
+2,015
38
$764K 0.69%
+15,638
39
$743K 0.67%
+2,209
40
$718K 0.65%
+2,992
41
$697K 0.63%
+6,720
42
$690K 0.63%
+11,502
43
$678K 0.61%
+4,504
44
$655K 0.59%
+13,584
45
$633K 0.57%
+3,840
46
$623K 0.56%
+5,828
47
$551K 0.5%
+2,215
48
$513K 0.47%
+3,973
49
$512K 0.46%
+29,421
50
$489K 0.44%
+5,391
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