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
451
$4K ﹤0.01%
76
-4,798
452
$4K ﹤0.01%
547
453
$4K ﹤0.01%
87
454
$3K ﹤0.01%
40
455
$3K ﹤0.01%
195
456
$3K ﹤0.01%
+58
457
$3K ﹤0.01%
65
458
$3K ﹤0.01%
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459
$3K ﹤0.01%
300
460
$3K ﹤0.01%
60
461
$3K ﹤0.01%
58
462
$3K ﹤0.01%
46
-454
463
$3K ﹤0.01%
65
464
$3K ﹤0.01%
50
465
$3K ﹤0.01%
600
466
$3K ﹤0.01%
90
-20
467
$3K ﹤0.01%
+86
468
$3K ﹤0.01%
182
469
$3K ﹤0.01%
1,600
470
$3K ﹤0.01%
120
471
$2K ﹤0.01%
48
472
$2K ﹤0.01%
50
473
$2K ﹤0.01%
+420
474
$2K ﹤0.01%
48
475
$2K ﹤0.01%
+117
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