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Home > Institutional Investor > Evergreen Private Wealth Llc > Profile

Instuitional Investor - Evergreen Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Evergreen Private Wealth Llc
Portfolio Value $185,490,729
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Innovator Etfs Tr
 192,394 $7,164,753 3.86%
2.
Applied Materials Inc
 AMAT 43,722 $7,086,043 3.82%
3.
Amazon Com Inc
 AMZN 46,566 $7,075,244 3.81%
4.
Adobe Inc.
 ADBE 11,141 $6,646,500 3.58%
5.
Intuit Inc.
 INTU 10,261 $6,413,377 3.45%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)