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
$143M
AUM Growth
-$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.71M
3
+$977K
4
AVGO icon
Broadcom
AVGO
+$757K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$706K

Top Sells

1
+$10.5M
2
+$2.25M
3
+$632K
4
PEG icon
Public Service Enterprise Group
PEG
+$612K
5
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$512K

Sector Composition

1 Technology 17.86%
2 Financials 6.41%
3 Communication Services 4.67%
4 Healthcare 4.03%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$530K 0.37%
7,410
-710
52
$526K 0.37%
17,298
+2,794
53
$520K 0.36%
1,751
+275
54
$515K 0.36%
1,628
-128
55
$501K 0.35%
991
+76
56
$495K 0.34%
555
-125
57
$472K 0.33%
5,761
+1,193
58
$468K 0.33%
10,659
-263
59
$456K 0.32%
1,997
+97
60
$424K 0.3%
18,585
+5,513
61
$416K 0.29%
3,865
-10
62
$409K 0.29%
+530
63
$401K 0.28%
40,543
+1,325
64
$395K 0.28%
1,250
-35
65
$378K 0.26%
1,305
+137
66
$366K 0.26%
17,975
+6,860
67
$365K 0.25%
14,335
-5,626
68
$359K 0.25%
24,600
-1,400
69
$355K 0.25%
+2,760
70
$349K 0.24%
16,337
-412
71
$349K 0.24%
2,987
-253
72
$341K 0.24%
969
-326
73
$339K 0.24%
839
+12
74
$336K 0.23%
12,650
-3,369
75
$313K 0.22%
16,826
+23
1 2
3
4 5