EWS

Evergreen Wealth Solutions Portfolio holdings

AUM $717M
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.18M
3
+$1.02M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.01M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$987K

Top Sells

1
+$1.68M
2
+$1.39M
3
+$388K
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$354K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$337K

Sector Composition

1 Technology 17.36%
2 Financials 5.31%
3 Communication Services 3.96%
4 Healthcare 2.82%
5 Consumer Discretionary 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$600K 0.36%
3,930
-29
52
$600K 0.36%
1,517
-77
53
$591K 0.36%
14,938
54
$585K 0.35%
5,899
-479
55
$563K 0.34%
7,425
-25
56
$560K 0.34%
3,249
+586
57
$535K 0.32%
3,922
+480
58
$528K 0.32%
1,873
59
$519K 0.31%
1,374
-57
60
$518K 0.31%
3,870
-680
61
$513K 0.31%
11,816
-501
62
$490K 0.3%
7,620
+2,800
63
$475K 0.29%
1,490
-141
64
$473K 0.28%
3,653
+133
65
$465K 0.28%
15,332
-1,983
66
$447K 0.27%
8,825
+1,125
67
$445K 0.27%
1,253
-39
68
$442K 0.27%
567
-3
69
$427K 0.26%
1,856
-25
70
$425K 0.26%
8,986
+5
71
$414K 0.25%
38,126
-2,209
72
$411K 0.25%
5,192
-52
73
$410K 0.25%
3,805
+10
74
$402K 0.24%
17,245
-1,340
75
$402K 0.24%
2,264
+973
1 2
3
4 5