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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
76
$399K 0.22%
1,417
+30
77
$387K 0.22%
1,133
-120
78
$378K 0.21%
1,153
+19
79
$377K 0.21%
15,498
80
$375K 0.21%
4,472
-720
81
$366K 0.21%
+1,310
82
$352K 0.2%
4,274
-100
83
$343K 0.19%
4,874
+109
84
$335K 0.19%
16,897
+24
85
$331K 0.19%
3,194
-408
86
$324K 0.18%
+2,528
87
$320K 0.18%
2,480
-769
88
$319K 0.18%
13,030
+595
89
$317K 0.18%
14,950
90
$316K 0.18%
10,655
+5
91
$313K 0.18%
2,774
-1,031
92
$308K 0.17%
2,143
+5
93
$307K 0.17%
6,676
+56
94
$296K 0.17%
4,953
+856
95
$290K 0.16%
3,228
+391
96
$288K 0.16%
11,285
-823
97
$285K 0.16%
+1,755
98
$274K 0.15%
934
-35
99
$272K 0.15%
1,357
-10
100
$269K 0.15%
6,550
2 3
4
5 6