EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
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
+$8.23M
3
+$5.51M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.24M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.47M

Top Sells

1
+$3.68M
2
+$3.35M
3
+$2.8M
4
BND icon
Vanguard Total Bond Market
BND
+$2.58M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.38M

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
426
$7K ﹤0.01%
502
+128
427
$7K ﹤0.01%
300
428
$7K ﹤0.01%
70
429
$7K ﹤0.01%
250
430
$6K ﹤0.01%
165
431
$6K ﹤0.01%
+100
432
$6K ﹤0.01%
78
433
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434
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264
435
$5K ﹤0.01%
143
+71
436
$5K ﹤0.01%
400
437
$5K ﹤0.01%
245
438
$5K ﹤0.01%
160
439
$5K ﹤0.01%
+235
440
$5K ﹤0.01%
+235
441
$4K ﹤0.01%
37
-17,927
442
$4K ﹤0.01%
25
443
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120
444
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200
445
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99
446
$4K ﹤0.01%
+47
447
$4K ﹤0.01%
25
448
$4K ﹤0.01%
104
449
$4K ﹤0.01%
60
450
$4K ﹤0.01%
200
-200
16 17
18
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