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
51
$501K 0.34%
+20,450
52
$483K 0.33%
17,315
+17
53
$471K 0.32%
570
+40
54
$471K 0.32%
5,244
-226
55
$453K 0.31%
1,292
+42
56
$451K 0.3%
3,795
-70
57
$448K 0.3%
4,289
-1,204
58
$444K 0.3%
1,881
-116
59
$442K 0.3%
5,508
-253
60
$439K 0.3%
1,631
-120
61
$439K 0.3%
3,927
-635
62
$434K 0.29%
17,958
+5,000
63
$430K 0.29%
18,585
64
$424K 0.29%
4,550
-1,000
65
$424K 0.29%
3,520
+533
66
$412K 0.28%
2,459
-807
67
$405K 0.27%
40,335
-208
68
$402K 0.27%
16,769
+432
69
$390K 0.26%
+832
70
$390K 0.26%
7,700
+1,534
71
$388K 0.26%
780
-1,298
72
$381K 0.26%
727
-264
73
$375K 0.25%
8,981
-1,678
74
$373K 0.25%
17,975
75
$370K 0.25%
658
+156
1 2
3
4 5