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EWS

Evergreen Wealth Solutions Portfolio holdings

AUM $1.41B
1-Year Est. Return 18.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$829K
2
+$748K
3
+$462K
4
JPIE icon
JPMorgan Income ETF
JPIE
+$390K
5
TSM icon
TSMC
TSM
+$320K

Top Sells

1
+$1.13M
2
+$556K
3
+$553K
4
PWOD
Penns Woods Bancorp
PWOD
+$465K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$430K

Sector Composition

1 Technology 18.32%
2 Financials 4.99%
3 Communication Services 3.73%
4 Healthcare 2.98%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$258K 0.15%
747
-121
102
$256K 0.14%
559
-3
103
$249K 0.14%
1,498
+9
104
$245K 0.14%
1,135
+7
105
$238K 0.13%
6,850
106
$235K 0.13%
2,118
-15
107
$232K 0.13%
2,310
-3,589
108
$230K 0.13%
+2,800
109
$229K 0.13%
813
-102
110
$229K 0.13%
14,109
-1,385
111
$226K 0.13%
+1,658
112
$222K 0.13%
900
113
$221K 0.12%
+1,068
114
$218K 0.12%
2,665
-25
115
$214K 0.12%
357
-20
116
$214K 0.12%
+814
117
$209K 0.12%
9,500
118
$208K 0.12%
+1,877
119
$206K 0.12%
+1,490
120
$203K 0.11%
+210
121
$203K 0.11%
823
+109
122
$194K 0.11%
+23,420
123
$185K 0.1%
14,978
-28
124
$181K 0.1%
+12,785
125
$171K 0.1%
10,020
-455
2 3 4
5
6