EWS
Evergreen Wealth Solutions Portfolio holdings
AUM
$717M
1-Year Est. Return
17.01%
This Fund
S&P 500
1 Year Est. Return
+17.01%
AUM
$177M
AUM Growth
+$11.3M
(+6.8%)
Holding
132
Top Buys
| 1 | +$829K | |
| 2 | +$748K | |
| 3 | +$462K | |
| 4 |
JPMorgan Income ETF
JPIE
|
+$390K |
| 5 |
TSMC
TSM
|
+$320K |
Top Sells
| 1 | +$1.13M | |
| 2 | +$556K | |
| 3 | +$553K | |
| 4 |
PWOD
Penns Woods Bancorp
PWOD
|
+$465K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Compass Diversified
CODI
$466M
| $74.5K | 0.04% |
11,261
-2
|
|
||
127
Lloyds Banking Group
LYG
$78.6B
| $68.8K | 0.04% |
+15,158
|
|
||
128
CEMIG Preferred Shares
CIG
$6.58B
| $52.3K | 0.03% |
24,798
+940
|
|
||
|
BDN
129
Brandywine Realty Trust
BDN
$518M
| $50.4K | 0.03% |
12,090
+310
|
|
||
|
LAZR
130
DELISTED
Luminar Technologies
LAZR
| $36.4K | 0.02% |
19,032
|
|
||
|
PWOD
131
DELISTED
Penns Woods Bancorp
PWOD
| – | – |
-15,332
|
|
||
132
Home Depot
HD
$349B
| – | – |
-614
|
|