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
326
$26K 0.01%
+658
327
$26K 0.01%
1,000
328
$25K ﹤0.01%
514
-11,383
329
$25K ﹤0.01%
1,000
-670
330
$25K ﹤0.01%
+790
331
$24K ﹤0.01%
330
-1,060
332
$24K ﹤0.01%
725
333
$23K ﹤0.01%
629
+188
334
$23K ﹤0.01%
102
-654
335
$23K ﹤0.01%
707
+4
336
$23K ﹤0.01%
500
-400
337
$23K ﹤0.01%
176
338
$22K ﹤0.01%
464
339
$21K ﹤0.01%
+243
340
$21K ﹤0.01%
305
341
$21K ﹤0.01%
300
-1,115
342
$20K ﹤0.01%
+1,149
343
$19K ﹤0.01%
1,000
344
$19K ﹤0.01%
822
345
$19K ﹤0.01%
110
346
$19K ﹤0.01%
700
347
$19K ﹤0.01%
83
348
$18K ﹤0.01%
84
349
$18K ﹤0.01%
70
350
$18K ﹤0.01%
231
-25
12 13
14
15 16