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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
BSCR icon
51
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$5.4M 0.38%
275,122
+12,496
JSMD icon
52
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.02B
$5.34M 0.38%
67,240
+1,491
TROW icon
53
T. Rowe Price
TROW
$22.8B
$5.3M 0.38%
+58,822
IGIB icon
54
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
$5.18M 0.37%
97,295
-31,956
XOM icon
55
Exxon Mobil
XOM
$627B
$5.15M 0.36%
30,340
+25,696
MGK icon
56
Vanguard Mega Cap Growth ETF
MGK
$32.6B
$5.04M 0.36%
+68,635
USHY icon
57
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27B
$5M 0.35%
+135,740
BSCS icon
58
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.48B
$4.89M 0.35%
239,525
+9,766
CGUS icon
59
Capital Group Core Equity ETF
CGUS
$10.5B
$4.65M 0.33%
120,911
+91,799
IBDX icon
60
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.67B
$4.51M 0.32%
178,356
+101,679
IBDT icon
61
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.89B
$4.51M 0.32%
177,907
+100,887
ABBV icon
62
AbbVie
ABBV
$399B
$4.41M 0.31%
20,274
+10,210
IWP icon
63
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$4.35M 0.31%
33,928
+24,784
MYCF
64
State Street My2026 Corporate Bond ETF
MYCF
$45M
$4.32M 0.31%
172,440
-19,896
IWD icon
65
iShares Russell 1000 Value ETF
IWD
$74.7B
$4.28M 0.3%
20,016
+17,103
MRK icon
66
Merck
MRK
$292B
$4.25M 0.3%
35,310
+30,465
MOAT icon
67
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
$4.16M 0.29%
42,994
+1,946
TBLL icon
68
Invesco Short Term Treasury ETF
TBLL
$2.58B
$4M 0.28%
37,929
+18,789
MGV icon
69
Vanguard Mega Cap Value ETF
MGV
$12.6B
$3.98M 0.28%
+27,474
VOE icon
70
Vanguard Mid-Cap Value ETF
VOE
$22.6B
$3.92M 0.28%
+21,282
VBR icon
71
Vanguard Small-Cap Value ETF
VBR
$35.7B
$3.82M 0.27%
+17,567
BSCT icon
72
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.81B
$3.78M 0.27%
202,742
+3,040
VOT icon
73
Vanguard Mid-Cap Growth ETF
VOT
$18.5B
$3.77M 0.27%
+14,666
PG icon
74
Procter & Gamble
PG
$347B
$3.75M 0.27%
25,968
+23,466
TSLA icon
75
Tesla
TSLA
$1.44T
$3.73M 0.26%
10,046
+6,724
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3
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