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
76
$304K 0.28%
+7,023
77
$298K 0.27%
+11,391
78
$296K 0.27%
+1,889
79
$293K 0.27%
+3,689
80
$291K 0.26%
+1,335
81
$278K 0.25%
+5,130
82
$277K 0.25%
+763
83
$276K 0.25%
+11,242
84
$238K 0.22%
+1,640
85
$236K 0.21%
+979
86
$224K 0.2%
+1,372
87
$223K 0.2%
+467
88
$216K 0.2%
+4,148
89
$211K 0.19%
+2,930
90
$207K 0.19%
+1,804
91
$202K 0.18%
+3,604
92
$201K 0.18%
+2,677
93
$89K 0.08%
+61,913
94
$82K 0.07%
+13,240
1 2 3
4