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
326
$37K 0.01%
+1,500
327
$37K 0.01%
416
328
$37K 0.01%
792
329
$36K 0.01%
1,248
-1,488
330
$35K 0.01%
500
331
$35K 0.01%
1,000
332
$34K 0.01%
+478
333
$34K 0.01%
1,000
334
$33K 0.01%
305
335
$32K 0.01%
156
-52
336
$31K 0.01%
167
337
$31K 0.01%
350
-5,225
338
$31K 0.01%
+304
339
$30K 0.01%
447
-113
340
$30K 0.01%
+182
341
$29K ﹤0.01%
454
-450
342
$29K ﹤0.01%
333
343
$28K ﹤0.01%
378
344
$28K ﹤0.01%
278
345
$28K ﹤0.01%
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-31
346
$27K ﹤0.01%
1,406
347
$27K ﹤0.01%
200
348
$26K ﹤0.01%
464
349
$26K ﹤0.01%
703
+5
350
$26K ﹤0.01%
725
12 13
14
15 16