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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
$1.41B
AUM Growth
+$697M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$46.5M
2
+$46.5M
3
+$43M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$30.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$30.4M

Top Sells

1
+$7.34M
2
+$2.04M
3
+$1.72M
4
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$1.72M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.11M

Sector Composition

1 Technology 8.02%
2 Financials 2.56%
3 Healthcare 2.22%
4 Consumer Discretionary 2.17%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLK icon
176
State Street Technology Select Sector SPDR ETF
XLK
$115B
$875K 0.06%
6,584
+3,861
IWM icon
177
iShares Russell 2000 ETF
IWM
$77.9B
$865K 0.06%
3,488
+1,096
DFAC icon
178
Dimensional US Core Equity 2 ETF
DFAC
$45.6B
$857K 0.06%
+22,053
FJAN icon
179
FT Vest US Equity Buffer ETF January
FJAN
$1.38B
$856K 0.06%
16,977
SPDW icon
180
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.1B
$850K 0.06%
18,625
-605
T icon
181
AT&T
T
$161B
$849K 0.06%
+29,275
MRSH
182
Marsh
MRSH
$80.5B
$847K 0.06%
4,882
+506
CVS icon
183
CVS Health
CVS
$125B
$836K 0.06%
+11,638
SCHV icon
184
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$832K 0.06%
27,289
+6,105
KO icon
185
Coca-Cola
KO
$360B
$831K 0.06%
+10,927
FMAY icon
186
FT Vest US Equity Buffer ETF May
FMAY
$1.2B
$823K 0.06%
15,584
+620
CGGO icon
187
Capital Group Global Growth Equity ETF
CGGO
$10.7B
$801K 0.06%
+24,012
GEV icon
188
GE Vernova
GEV
$233B
$800K 0.06%
+917
JMUB icon
189
JPMorgan Municipal ETF
JMUB
$7.81B
$800K 0.06%
16,011
+2,683
NUE icon
190
Nucor
NUE
$57B
$788K 0.06%
4,661
+1,245
CGXU icon
191
Capital Group International Focus Equity ETF
CGXU
$5.92B
$784K 0.06%
26,570
+15,672
GJUL icon
192
FT Vest US Equity Moderate Buffer ETF July
GJUL
$383M
$767K 0.05%
+18,800
BSCQ icon
193
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.8B
$759K 0.05%
38,864
+4,806
PANW icon
194
Palo Alto Networks
PANW
$215B
$759K 0.05%
+4,734
GJUN icon
195
FT Vest US Equity Moderate Buffer ETF June
GJUN
$370M
$754K 0.05%
+19,116
PVAL icon
196
Putnam Focused Large Cap Value ETF
PVAL
$11.1B
$753K 0.05%
+16,226
PM icon
197
Philip Morris
PM
$285B
$730K 0.05%
4,415
+2,291
VPU icon
198
Vanguard Utilities ETF
VPU
$8.46B
$725K 0.05%
+3,658
SPTM icon
199
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.1B
$724K 0.05%
+9,157
PLTR icon
200
Palantir
PLTR
$312B
$720K 0.05%
4,924
+79
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8
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