EWM

Evermay Wealth Management Portfolio holdings

AUM $812M
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$515M
AUM Growth
-$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.15M
3
+$5.48M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.14M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$3.51M
2
+$3.34M
3
+$2.78M
4
BND icon
Vanguard Total Bond Market
BND
+$2.56M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.17M

Sector Composition

1 Financials 4.66%
2 Technology 4.49%
3 Healthcare 3.75%
4 Consumer Discretionary 2.74%
5 Industrials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$91K 0.02%
2,548
227
$90K 0.02%
1,273
228
$88K 0.02%
373
229
$86K 0.02%
3,548
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230
$86K 0.02%
900
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231
$85K 0.02%
725
-100
232
$84K 0.02%
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233
$82K 0.02%
5,380
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234
$79K 0.02%
4,215
235
$79K 0.02%
1,000
236
$79K 0.02%
1,840
-300
237
$78K 0.02%
375
238
$77K 0.01%
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239
$76K 0.01%
729
240
$76K 0.01%
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241
$75K 0.01%
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242
$74K 0.01%
900
243
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244
$72K 0.01%
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245
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800
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246
$71K 0.01%
518
247
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1,180
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248
$70K 0.01%
+2,216
249
$70K 0.01%
491
+309
250
$69K 0.01%
+900
8 9
10
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