EWS

Evergreen Wealth Solutions Portfolio holdings

AUM $177M
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$2.64M
3
+$2.4M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.76M
5
USTB icon
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
+$998K

Top Sells

1
+$1.33M
2
+$886K
3
+$646K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$442K
5
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$365K

Sector Composition

1 Technology 15.33%
2 Financials 5.82%
3 Communication Services 3.65%
4 Healthcare 3.6%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$208K 0.14%
11,124
+110
102
$207K 0.14%
+666
103
$207K 0.14%
+9,500
104
$202K 0.14%
1,291
-210
105
$166K 0.11%
11,705
-1,227
106
$51.8K 0.03%
12,446
107
$50.8K 0.03%
11,380
-1,075
108
$40.2K 0.03%
22,858
-3,120
109
– –
-2,713
110
– –
-11,615
111
– –
-15,533
112
– –
-1,447
113
– –
-14,335
114
– –
-10,411
115
– –
-8,316
116
– –
-10,195
117
– –
-1,951
118
– –
-795
1 2 3 4
5