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
276
$52K 0.01%
1,160
277
$52K 0.01%
450
278
$51K 0.01%
150
279
$50K 0.01%
350
280
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281
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282
$49K 0.01%
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283
$49K 0.01%
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284
$48K 0.01%
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285
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286
$47K 0.01%
157
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287
$46K 0.01%
415
-40
288
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289
$44K 0.01%
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290
$43K 0.01%
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291
$42K 0.01%
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292
$40K 0.01%
533
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293
$40K 0.01%
513
294
$39K 0.01%
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295
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296
$39K 0.01%
158
297
$39K 0.01%
308
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298
$38K 0.01%
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299
$38K 0.01%
600
300
$37K 0.01%
792
10 11
12
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