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
$141M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$1.31M
3
+$1.17M
4
COST icon
Costco
COST
+$1,000K
5
ABBV icon
AbbVie
ABBV
+$821K

Top Sells

1
+$907K
2
+$530K
3
+$524K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$491K
5
DRI icon
Darden Restaurants
DRI
+$491K

Sector Composition

1 Technology 16.48%
2 Financials 6.25%
3 Healthcare 5.91%
4 Communication Services 5.02%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,049
127
– –
-28,101
128
– –
-4,916
129
– –
-13,004
130
– –
-12,223
131
– –
-1,875
132
– –
-4,442
133
– –
-1,985
134
– –
-11,671
2 3 4 5
6