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
$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
PWR icon
76
Quanta Services
PWR
$63.7B
$364K 0.25%
1,431
-197
FTEC icon
77
Fidelity MSCI Information Technology Index ETF
FTEC
$16.7B
$362K 0.24%
2,242
+952
VTI icon
78
Vanguard Total Stock Market ETF
VTI
$553B
$343K 0.23%
1,249
-56
CZNC icon
79
Citizens & Northern Corp
CZNC
$342M
$339K 0.23%
16,848
+22
PFE icon
80
Pfizer
PFE
$140B
$338K 0.23%
13,346
+696
ITOT icon
81
iShares Core S&P Total US Stock Market ETF
ITOT
$79.2B
$337K 0.23%
2,760
CGMU icon
82
Capital Group Municipal Income ETF
CGMU
$4.09B
$313K 0.21%
+11,680
DEM icon
83
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.16B
$304K 0.2%
7,217
-146
OLED icon
84
Universal Display
OLED
$6.99B
$297K 0.2%
2,132
+6
FLMI icon
85
Franklin Dynamic Municipal Bond ETF
FLMI
$959M
$297K 0.2%
+12,150
ADP icon
86
Automatic Data Processing
ADP
$114B
$292K 0.2%
955
+14
PSX icon
87
Phillips 66
PSX
$54.5B
$292K 0.2%
+2,362
PLTR icon
88
Palantir
PLTR
$428B
$291K 0.2%
+3,442
HDV icon
89
iShares Core High Dividend ETF
HDV
$11.7B
$287K 0.19%
2,372
+284
JGLO icon
90
JPMorgan Global Select Equity ETF
JGLO
$7.49B
$284K 0.19%
+4,820
TSLA icon
91
Tesla
TSLA
$1.44T
$270K 0.18%
1,043
+204
IWF icon
92
iShares Russell 1000 Growth ETF
IWF
$125B
$267K 0.18%
+740
DE icon
93
Deere & Co
DE
$127B
$264K 0.18%
562
-22
WMT icon
94
Walmart
WMT
$846B
$255K 0.17%
2,900
-283
ACN icon
95
Accenture
ACN
$155B
$239K 0.16%
767
-202
IBDY icon
96
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$867M
$237K 0.16%
+9,275
GILD icon
97
Gilead Sciences
GILD
$150B
$234K 0.16%
+2,089
EVMT icon
98
Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF
EVMT
$7.84M
$215K 0.15%
13,680
-10,920
GSIE icon
99
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.5B
$214K 0.14%
+6,000
SMR icon
100
NuScale Power
SMR
$5.05B
$212K 0.14%
14,938
1 2 3
4
5