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
51
$488K 0.44%
+1,041
52
$486K 0.44%
+9,314
53
$481K 0.44%
+1,596
54
$459K 0.42%
+4,447
55
$455K 0.41%
+5,222
56
$447K 0.41%
+5,828
57
$445K 0.4%
+1,526
58
$426K 0.39%
+7,715
59
$396K 0.36%
+6,804
60
$389K 0.35%
+5,493
61
$389K 0.35%
+5,823
62
$375K 0.34%
+1,065
63
$374K 0.34%
+788
64
$373K 0.34%
+3,254
65
$372K 0.34%
+935
66
$367K 0.33%
+1,374
67
$354K 0.32%
+7,963
68
$354K 0.32%
+6,500
69
$348K 0.32%
+1,380
70
$343K 0.31%
+14,519
71
$340K 0.31%
+8,734
72
$337K 0.31%
+1,553
73
$330K 0.3%
+2,000
74
$326K 0.3%
+10,659
75
$313K 0.28%
+2,659
1 2
3
4