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
376
$13K ﹤0.01%
77
377
$13K ﹤0.01%
244
378
$13K ﹤0.01%
126
379
$13K ﹤0.01%
1,273
380
$12K ﹤0.01%
331
381
$12K ﹤0.01%
450
382
$12K ﹤0.01%
500
383
$12K ﹤0.01%
149
-125
384
$12K ﹤0.01%
80
385
$11K ﹤0.01%
198
386
$11K ﹤0.01%
300
387
$11K ﹤0.01%
1,406
388
$11K ﹤0.01%
1,266
389
$11K ﹤0.01%
1,150
390
$11K ﹤0.01%
140
391
$11K ﹤0.01%
+500
392
$11K ﹤0.01%
100
393
$11K ﹤0.01%
375
394
$10K ﹤0.01%
69
395
$10K ﹤0.01%
1,110
396
$10K ﹤0.01%
100
397
$10K ﹤0.01%
540
+110
398
$10K ﹤0.01%
240
399
$10K ﹤0.01%
200
400
$10K ﹤0.01%
160
14 15
16
17 18