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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
$177M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$829K
2
+$748K
3
+$462K
4
JPIE icon
JPMorgan Income ETF
JPIE
+$390K
5
TSM icon
TSMC
TSM
+$320K

Top Sells

1
+$1.13M
2
+$556K
3
+$553K
4
PWOD
Penns Woods Bancorp
PWOD
+$465K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$430K

Sector Composition

1 Technology 18.32%
2 Financials 4.99%
3 Communication Services 3.73%
4 Healthcare 2.98%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$619K 0.35%
7,440
+15
52
$603K 0.34%
5,263
-564
53
$572K 0.32%
1,165
-33
54
$558K 0.31%
2,871
-2,086
55
$545K 0.31%
1,474
-43
56
$538K 0.3%
1,298
-76
57
$538K 0.3%
14,938
58
$523K 0.3%
3,865
+212
59
$516K 0.29%
11,462
-354
60
$511K 0.29%
1,873
61
$491K 0.28%
9,675
+850
62
$486K 0.27%
7,170
-450
63
$476K 0.27%
1,433
-57
64
$457K 0.26%
3,810
-60
65
$456K 0.26%
1,025
66
$455K 0.26%
+36,714
67
$449K 0.25%
8,699
-287
68
$441K 0.25%
36,881
-1,245
69
$437K 0.25%
1,849
-7
70
$433K 0.24%
1,779
-485
71
$431K 0.24%
15,780
+1,150
72
$426K 0.24%
558
-9
73
$405K 0.23%
17,244
-1
74
$403K 0.23%
29,975
-775
75
$399K 0.23%
3,873
+1,372
1 2
3
4 5