EWPL
Evergreen Wealth Partners LLC Portfolio holdings
AUM
$119M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$119M
AUM Growth
–
Holding
79
Top Buys
| 1 | +$20.7M | |
| 2 | +$17M | |
| 3 | +$10.5M | |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
+$5.82M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$4.39M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.91% |
| 2 | Consumer Discretionary | 3.68% |
| 3 | Financials | 3.09% |
| 4 | Consumer Staples | 1.87% |
| 5 | Healthcare | 1.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Netflix
NFLX
$347B
| $212K | 0.18% |
+2,260
|
|
||
77
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.64B
| $211K | 0.18% |
+4,035
|
|
||
78
iShares MSCI USA Quality Factor ETF
QUAL
$50B
| $211K | 0.18% |
+1,062
|
|
||
79
Eaton Vance Short Duration Municipal Income ETF
EVSM
$618M
| $203K | 0.17% |
+4,040
|
|