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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
$177M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$829K
2
+$748K
3
+$462K
4
JPIE icon
JPMorgan Income ETF
JPIE
+$390K
5
TSM icon
TSMC
TSM
+$320K

Top Sells

1
+$1.13M
2
+$556K
3
+$553K
4
PWOD
Penns Woods Bancorp
PWOD
+$465K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$430K

Sector Composition

1 Technology 18.32%
2 Financials 4.99%
3 Communication Services 3.73%
4 Healthcare 2.98%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.75%
30,347
-878
27
$1.24M 0.7%
49,255
-348
28
$1.22M 0.69%
2,139
-419
29
$1.19M 0.67%
8,336
+341
30
$1.14M 0.64%
28,800
-175
31
$1.12M 0.63%
16,431
-1,616
32
$1.11M 0.63%
3,933
-499
33
$1.11M 0.62%
1,508
-493
34
$1.09M 0.61%
3,294
-1,282
35
$986K 0.56%
1,065
-104
36
$955K 0.54%
3,802
-66
37
$929K 0.52%
17,700
+100
38
$887K 0.5%
4,486
-42
39
$880K 0.5%
1,764
-24
40
$868K 0.49%
25,885
-2,265
41
$862K 0.49%
3,879
+57
42
$861K 0.49%
1,114
-12
43
$839K 0.47%
3,625
-422
44
$782K 0.44%
725
-16
45
$772K 0.44%
+18,049
46
$727K 0.41%
3,985
+63
47
$722K 0.41%
5,107
-114
48
$703K 0.4%
4,530
-713
49
$694K 0.39%
3,744
-186
50
$690K 0.39%
27,850
-2,000
1
2
3 4 5