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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
1
$48.5M 27.34%
372,218
-4,396
2
$12.8M 7.22%
222,590
+1,224
3
$9.3M 5.24%
49,829
+627
4
$5.97M 3.36%
276,992
+3,503
5
$4.79M 2.7%
18,828
-4,991
6
$3.67M 2.07%
71,835
-8,433
7
$3.61M 2.04%
71,139
-10,962
8
$3.58M 2.02%
6,912
+87
9
$3.52M 1.99%
24,189
10
$2.79M 1.57%
4,174
+331
11
$2.68M 1.51%
11,035
-914
12
$2.29M 1.29%
44,861
+4,915
13
$2.23M 1.26%
83,871
+10,846
14
$2.2M 1.24%
71,355
+27,798
15
$1.98M 1.12%
81,421
+335
16
$1.97M 1.11%
77,097
+424
17
$1.96M 1.11%
88,666
+729
18
$1.96M 1.11%
76,557
+724
19
$1.83M 1.03%
8,318
+91
20
$1.8M 1.02%
38,890
+8,431
21
$1.75M 0.99%
5,443
22
$1.69M 0.95%
38,535
-602
23
$1.62M 0.91%
5,130
-31
24
$1.6M 0.9%
38,186
-392
25
$1.53M 0.86%
3,035
-67
1
2 3 4 5