EWS
Evergreen Wealth Solutions Portfolio holdings
AUM
$166M
This Quarter Return
+3.39%
1 Year Return
+17.14%
3 Year Return
+69.7%
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(-2.6%)
Cap. Flow
-$6.46M
Cap. Flow
% of AUM
-4.5%
Top 10 Holdings %
Top 10 Hldgs %
58.99%
Holding
120
New
10
Increased
58
Reduced
30
Closed
18
Top Buys
| 1 |
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
|
$1.91M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
$1.71M |
| 3 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$977K |
| 4 |
Broadcom
AVGO
|
$757K |
| 5 |
Capital Group Growth ETF
CGGR
|
$706K |
Top Sells
Sector Composition
| 1 | Technology | 17.86% |
| 2 | Financials | 6.41% |
| 3 | Communication Services | 4.67% |
| 4 | Healthcare | 4.03% |
| 5 | Consumer Discretionary | 2.66% |
