EWS
Evergreen Wealth Solutions Portfolio holdings
AUM
$166M
This Quarter Return
+10.62%
1 Year Return
+17.14%
3 Year Return
+69.7%
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(+15%)
Cap. Flow
+$8.81M
Cap. Flow
% of AUM
6.52%
Top 10 Holdings %
Top 10 Hldgs %
50.62%
Holding
125
New
13
Increased
29
Reduced
72
Closed
5
Top Buys
Top Sells
| 1 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$855K |
| 2 |
Microsoft
MSFT
|
$627K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$460K |
| 4 |
Amazon
AMZN
|
$366K |
| 5 |
JPMorgan Chase
JPM
|
$349K |
Sector Composition
| 1 | Technology | 15.23% |
| 2 | Financials | 8.21% |
| 3 | Healthcare | 6.88% |
| 4 | Communication Services | 5.85% |
| 5 | Industrials | 3.35% |
