We are live on ! Find out more
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
$1.41B
AUM Growth
+$697M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$46.5M
2
+$46.5M
3
+$43M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$30.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$30.4M

Top Sells

1
+$7.34M
2
+$2.04M
3
+$1.72M
4
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$1.72M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.11M

Sector Composition

1 Technology 8.02%
2 Financials 2.56%
3 Healthcare 2.22%
4 Consumer Discretionary 2.17%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBDR icon
101
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.57B
$2.39M 0.17%
98,441
+8,287
MA icon
102
Mastercard
MA
$432B
$2.35M 0.17%
4,694
+2,551
HD icon
103
Home Depot
HD
$319B
$2.3M 0.16%
6,994
+6,166
V icon
104
Visa
V
$616B
$2.3M 0.16%
7,601
+5,464
CVX icon
105
Chevron
CVX
$381B
$2.3M 0.16%
11,100
+6,077
VZ icon
106
Verizon
VZ
$196B
$2.27M 0.16%
45,293
+14,602
AMGN icon
107
Amgen
AMGN
$184B
$2.25M 0.16%
6,387
+5,393
SCHG icon
108
Schwab US Large-Cap Growth ETF
SCHG
$57.5B
$2.22M 0.16%
76,320
+5,532
IBM icon
109
IBM
IBM
$258B
$2.15M 0.15%
8,869
+4,103
AMAT icon
110
Applied Materials
AMAT
$397B
$2.14M 0.15%
+6,272
GD icon
111
General Dynamics
GD
$92.9B
$2.12M 0.15%
+6,177
IEMG icon
112
iShares Core MSCI Emerging Markets ETF
IEMG
$153B
$2.09M 0.15%
+30,012
CAT icon
113
Caterpillar
CAT
$395B
$2.04M 0.14%
2,879
+1,062
SMH icon
114
VanEck Semiconductor ETF
SMH
$65.5B
$2.04M 0.14%
5,317
+769
UPS icon
115
United Parcel Service
UPS
$87.7B
$1.86M 0.13%
+18,928
BAC icon
116
Bank of America
BAC
$389B
$1.86M 0.13%
38,182
+29,875
FBND icon
117
Fidelity Total Bond ETF
FBND
$26.1B
$1.83M 0.13%
+40,211
CGMU icon
118
Capital Group Municipal Income ETF
CGMU
$6.16B
$1.83M 0.13%
67,461
+43,177
WPC icon
119
W.P. Carey
WPC
$16.9B
$1.82M 0.13%
+26,816
VO icon
120
Vanguard Mid-Cap ETF
VO
$102B
$1.69M 0.12%
+23,572
TXN icon
121
Texas Instruments
TXN
$258B
$1.68M 0.12%
+8,637
FJUN icon
122
FT Vest US Equity Buffer ETF June
FJUN
$1.17B
$1.67M 0.12%
29,572
+672
SPHQ icon
123
Invesco S&P 500 Quality ETF
SPHQ
$18.6B
$1.67M 0.12%
+22,180
CSCO icon
124
Cisco
CSCO
$470B
$1.59M 0.11%
20,510
+5,158
VDE icon
125
Vanguard Energy ETF
VDE
$10B
$1.58M 0.11%
+9,136
3 4
5
6 7