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
$226M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$951K
3
+$602K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$532K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$514K

Top Sells

1
+$2.42M
2
+$1.74M
3
+$958K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$712K
5
F icon
Ford
F
+$625K

Sector Composition

1 Technology 2.57%
2 Industrials 2.43%
3 Financials 2.33%
4 Healthcare 2.31%
5 Consumer Discretionary 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$813K 0.36%
17,500
-300
27
$773K 0.34%
5,839
-58
28
– –
0
29
$725K 0.32%
5,484
30
$659K 0.29%
41,264
-4,800
31
$635K 0.28%
5,218
32
$596K 0.26%
3,889
33
$586K 0.26%
4,689
-130
34
$585K 0.26%
7,817
35
$547K 0.24%
7,546
36
$541K 0.24%
13,910
37
$516K 0.23%
5,141
-1,390
38
$515K 0.23%
11,535
-2,191
39
$511K 0.23%
7,164
-100
40
$475K 0.21%
12,116
-2,363
41
$463K 0.21%
13,243
-1,333
42
$459K 0.2%
3,945
43
$436K 0.19%
5,463
+1,058
44
$436K 0.19%
16,095
45
$416K 0.18%
2,391
46
$405K 0.18%
1,274
47
$403K 0.18%
11,944
-18
48
$398K 0.18%
6,104
-580
49
$382K 0.17%
13,419
+3
50
$376K 0.17%
5,454
-182
1
2
3 4 5