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
$143M
AUM Growth
-$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.71M
3
+$977K
4
AVGO icon
Broadcom
AVGO
+$757K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$706K

Top Sells

1
+$10.5M
2
+$2.25M
3
+$632K
4
PEG icon
Public Service Enterprise Group
PEG
+$612K
5
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$512K

Sector Composition

1 Technology 17.86%
2 Financials 6.41%
3 Communication Services 4.67%
4 Healthcare 4.03%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$46K 0.03%
25,978
-797
102
$28.3K 0.02%
15,533
103
– –
-1,317
104
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-6,532
105
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-784
106
– –
-3,810
107
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-932
108
– –
-6,216
109
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-3,530
110
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-3,837
111
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-1,333
112
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-6,862
113
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-501
114
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-430
115
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-5,570
116
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-5,736
117
– –
-1,726
118
– –
-1,113
119
– –
-89,374
120
– –
-19,612
1 2 3 4
5