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
401
$10K ﹤0.01%
+735
402
$9K ﹤0.01%
130
403
$9K ﹤0.01%
241
-1,126
404
$9K ﹤0.01%
130
405
$9K ﹤0.01%
300
406
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150
407
$9K ﹤0.01%
50
-280
408
$9K ﹤0.01%
275
-20
409
$9K ﹤0.01%
80
410
$9K ﹤0.01%
+200
411
$9K ﹤0.01%
100
-100
412
$9K ﹤0.01%
+85
413
$9K ﹤0.01%
22
414
$9K ﹤0.01%
114
-189
415
$8K ﹤0.01%
92
-1,771
416
$8K ﹤0.01%
195
417
$8K ﹤0.01%
85
-1,577
418
$8K ﹤0.01%
585
419
$8K ﹤0.01%
100
420
$8K ﹤0.01%
+100
421
$8K ﹤0.01%
+20
422
$7K ﹤0.01%
160
423
$7K ﹤0.01%
400
424
$7K ﹤0.01%
400
425
$7K ﹤0.01%
170
15 16
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