EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$596M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12M
3
+$4.89M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.94M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.12M

Top Sells

1
+$1.81M
2
+$1.28M
3
+$952K
4
AAPL icon
Apple
AAPL
+$733K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$675K

Sector Composition

1 Technology 5.15%
2 Financials 3.76%
3 Healthcare 3.38%
4 Consumer Discretionary 3.12%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$50K 0.01%
800
302
$47K 0.01%
1,363
+227
303
$47K 0.01%
370
304
$47K 0.01%
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305
$46K 0.01%
158
306
$45K 0.01%
1,060
-1
307
$44K 0.01%
203
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308
$44K 0.01%
146
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309
$44K 0.01%
900
310
$44K 0.01%
600
311
$44K 0.01%
533
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312
$44K 0.01%
562
313
$43K 0.01%
341
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314
$42K 0.01%
533
315
$41K 0.01%
1,670
316
$41K 0.01%
458
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317
$41K 0.01%
513
318
$40K 0.01%
472
319
$40K 0.01%
560
320
$39K 0.01%
800
321
$39K 0.01%
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322
$39K 0.01%
800
323
$38K 0.01%
900
324
$38K 0.01%
200
325
$38K 0.01%
1,385
11 12
13
14 15