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
$72M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$15.9M
3
+$4.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.08M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.98M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 5.69%
2 Healthcare 3.3%
3 Energy 2.58%
4 Consumer Staples 2.47%
5 Financials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$407K 0.57%
+1,512
27
$401K 0.56%
+4,835
28
$399K 0.55%
+7,453
29
$377K 0.52%
+6,441
30
$372K 0.52%
+3,945
31
$363K 0.5%
+3,857
32
$353K 0.49%
+4,212
33
$334K 0.46%
+5,735
34
$330K 0.46%
+2,457
35
$328K 0.46%
+6,204
36
$321K 0.45%
+8,466
37
$302K 0.42%
+23,265
38
$275K 0.38%
+7,071
39
$270K 0.38%
+4,264
40
$269K 0.37%
+13,468
41
$260K 0.36%
+6,224
42
$236K 0.33%
+7,500
43
$235K 0.33%
+2,995
44
$230K 0.32%
+2,829
45
$210K 0.29%
+3,218
46
$150K 0.21%
+10,306
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