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
76
$364K 0.25%
1,431
-197
77
$362K 0.24%
2,242
+952
78
$343K 0.23%
1,249
-56
79
$339K 0.23%
16,848
+22
80
$338K 0.23%
13,346
+696
81
$337K 0.23%
2,760
82
$313K 0.21%
+11,680
83
$304K 0.2%
7,217
-146
84
$297K 0.2%
2,132
+6
85
$297K 0.2%
+12,150
86
$292K 0.2%
955
+14
87
$292K 0.2%
+2,362
88
$291K 0.2%
+3,442
89
$287K 0.19%
2,372
+284
90
$284K 0.19%
+4,820
91
$270K 0.18%
1,043
+204
92
$267K 0.18%
+740
93
$264K 0.18%
562
-22
94
$255K 0.17%
2,900
-283
95
$239K 0.16%
767
-202
96
$237K 0.16%
+9,275
97
$234K 0.16%
+2,089
98
$215K 0.15%
13,680
-10,920
99
$214K 0.14%
+6,000
100
$212K 0.14%
14,938
1 2 3
4
5