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
351
$18K ﹤0.01%
330
352
$18K ﹤0.01%
+340
353
$17K ﹤0.01%
150
354
$17K ﹤0.01%
300
+72
355
$17K ﹤0.01%
+400
356
$16K ﹤0.01%
+709
357
$16K ﹤0.01%
1,730
+385
358
$16K ﹤0.01%
227
-189
359
$15K ﹤0.01%
268
-89
360
$15K ﹤0.01%
230
361
$15K ﹤0.01%
160
-5,195
362
$15K ﹤0.01%
462
363
$14K ﹤0.01%
180
364
$14K ﹤0.01%
500
365
$14K ﹤0.01%
254
-200
366
$14K ﹤0.01%
300
-147
367
$14K ﹤0.01%
250
368
$14K ﹤0.01%
60
369
$14K ﹤0.01%
102
370
$14K ﹤0.01%
230
-152
371
$13K ﹤0.01%
+140
372
$13K ﹤0.01%
125
373
$13K ﹤0.01%
200
374
$13K ﹤0.01%
108
-75
375
$13K ﹤0.01%
609
13 14
15
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