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
301
$36K 0.01%
285
-90
302
$36K 0.01%
800
303
$36K 0.01%
533
304
$36K 0.01%
1,385
305
$35K 0.01%
146
306
$35K 0.01%
472
307
$33K 0.01%
192
-11
308
$33K 0.01%
1,200
-48
309
$32K 0.01%
1,000
310
$31K 0.01%
105
+74
311
$31K 0.01%
720
+405
312
$31K 0.01%
560
313
$31K 0.01%
1,723
-5,372
314
$30K 0.01%
85
-38
315
$30K 0.01%
735
+715
316
$30K 0.01%
156
317
$29K 0.01%
800
318
$28K 0.01%
333
319
$28K 0.01%
545
-4,164
320
$28K 0.01%
278
321
$27K 0.01%
600
-200
322
$27K 0.01%
304
323
$27K 0.01%
350
324
$27K 0.01%
697
-28,884
325
$26K 0.01%
378
11 12
13
14 15