EWS

Evergreen Wealth Solutions Portfolio holdings

AUM $177M
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$2.64M
3
+$2.4M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.76M
5
USTB icon
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
+$998K

Top Sells

1
+$1.33M
2
+$886K
3
+$646K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$442K
5
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$365K

Sector Composition

1 Technology 15.33%
2 Financials 5.82%
3 Communication Services 3.65%
4 Healthcare 3.6%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.76%
1,184
-42
27
$1.08M 0.73%
17,518
-2,730
28
$1.08M 0.73%
1,831
-250
29
$998K 0.67%
+19,697
30
$961K 0.65%
5,747
-870
31
$923K 0.62%
3,955
-573
32
$835K 0.56%
1,241
-178
33
$821K 0.55%
1,425
-302
34
$815K 0.55%
4,558
-145
35
$792K 0.53%
5,726
-829
36
$779K 0.53%
4,557
+40
37
$761K 0.51%
3,631
-232
38
$713K 0.48%
+15,478
39
$675K 0.46%
29,713
+2,026
40
$657K 0.44%
3,959
+104
41
$631K 0.43%
6,378
-4,464
42
$622K 0.42%
6,297
-735
43
$593K 0.4%
1,594
-60
44
$588K 0.4%
2,663
-818
45
$586K 0.4%
8,434
+431
46
$568K 0.38%
12,317
+4,033
47
$559K 0.38%
1,155
-89
48
$557K 0.38%
819
-248
49
$552K 0.37%
1,873
50
$539K 0.36%
7,450
+40
1
2
3 4 5