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
76
$401K 0.24%
+30,750
77
$390K 0.24%
14,630
+2,950
78
$387K 0.23%
3,602
-325
79
$376K 0.23%
15,498
-2,460
80
$352K 0.21%
4,374
-1,134
81
$345K 0.21%
1,134
-115
82
$330K 0.2%
2,138
+6
83
$326K 0.2%
1,025
-18
84
$324K 0.2%
15,494
-1,275
85
$320K 0.19%
16,873
+25
86
$315K 0.19%
14,950
-3,025
87
$307K 0.18%
4,765
-3,669
88
$303K 0.18%
+1,387
89
$300K 0.18%
6,620
-597
90
$299K 0.18%
969
+14
91
$293K 0.18%
12,108
-1,238
92
$291K 0.18%
2,487
+115
93
$289K 0.17%
10,650
-9,800
94
$286K 0.17%
+1,367
95
$286K 0.17%
562
96
$280K 0.17%
2,837
-1,452
97
$271K 0.16%
868
+141
98
$260K 0.16%
6,550
+550
99
$255K 0.15%
915
+249
100
$252K 0.15%
+4,097
1 2 3
4
5