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
$75.8M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$432K
3 +$298K
4
CE icon
Celanese
CE
+$273K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$268K

Top Sells

1 +$808K
2 +$736K
3 +$681K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$512K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$461K

Sector Composition

1 Technology 18.34%
2 Healthcare 13.34%
3 Financials 12.98%
4 Communication Services 7.55%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,162
102
-11,548