EWM
Evermay Wealth Management Portfolio holdings
AUM
$812M
1-Year Return
12.89%
This Quarter Return
-3.26%
1 Year Return
+12.89%
3 Year Return
+53.09%
5 Year Return
+88.49%
10 Year Return
+180.95%
AUM
$489M
AUM Growth
-$30.2M
(-5.8%)
Cap. Flow
-$12.5M
Cap. Flow
% of AUM
-2.54%
Top 10 Holdings %
Top 10 Hldgs %
62.73%
Holding
585
New
31
Increased
100
Reduced
115
Closed
26
Top Buys
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$19.4M |
| 2 |
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
|
$2.91M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$1.86M |
| 4 |
EastGroup Properties
EGP
|
$1.65M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.29M |
Sector Composition
| 1 | Technology | 5.71% |
| 2 | Financials | 5.12% |
| 3 | Healthcare | 3.73% |
| 4 | Consumer Discretionary | 3.38% |
| 5 | Industrials | 2.32% |
