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
$596M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12M
3
+$4.89M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.94M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.12M

Top Sells

1
+$1.81M
2
+$1.28M
3
+$952K
4
AAPL icon
Apple
AAPL
+$733K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$675K

Sector Composition

1 Technology 5.15%
2 Financials 3.76%
3 Healthcare 3.38%
4 Consumer Discretionary 3.12%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6K ﹤0.01%
250
452
$5K ﹤0.01%
174
453
$5K ﹤0.01%
120
454
$5K ﹤0.01%
300
455
$5K ﹤0.01%
60
456
$5K ﹤0.01%
25
457
$5K ﹤0.01%
60
458
$5K ﹤0.01%
+547
459
$5K ﹤0.01%
50
-1,300
460
$5K ﹤0.01%
200
461
$4K ﹤0.01%
195
462
$4K ﹤0.01%
30
463
$4K ﹤0.01%
160
464
$4K ﹤0.01%
99
-360
465
$4K ﹤0.01%
104
466
$4K ﹤0.01%
65
467
$4K ﹤0.01%
27
+17
468
$4K ﹤0.01%
+87
469
$4K ﹤0.01%
120
470
$3K ﹤0.01%
40
471
$3K ﹤0.01%
72
-1,080
472
$3K ﹤0.01%
60
-900
473
$3K ﹤0.01%
58
474
$3K ﹤0.01%
48
475
$3K ﹤0.01%
50
17 18
19
20 21