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
$290M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.36M
3
+$2.32M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.96M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M

Top Sells

1
+$1.56M
2
+$1.03M
3
+$593K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$582K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$539K

Sector Composition

1 Financials 4.96%
2 Technology 4.7%
3 Healthcare 3.88%
4 Consumer Discretionary 3.67%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.48%
32,424
+13,996
27
$1.38M 0.47%
15,102
+4,475
28
$1.26M 0.43%
6,870
+1,908
29
$1.24M 0.43%
10,331
+2,802
30
$1.21M 0.42%
8,232
+223
31
$1.19M 0.41%
22,464
-4,000
32
$1.16M 0.4%
8,569
-545
33
$1.1M 0.38%
5,530
-1,355
34
$1.07M 0.37%
11,580
+6,680
35
$1.06M 0.37%
13,715
+4,655
36
$1.05M 0.36%
20,237
+7,163
37
$961K 0.33%
10,099
+6
38
$949K 0.33%
6,071
+453
39
$942K 0.32%
19,694
-403
40
$911K 0.31%
19,940
+12,490
41
$887K 0.31%
21,712
-6,608
42
$852K 0.29%
23,454
-260
43
$842K 0.29%
13,029
-2,127
44
$822K 0.28%
13,182
+3,238
45
$809K 0.28%
5,827
+860
46
$787K 0.27%
8,210
+2,720
47
$775K 0.27%
31,645
+1,140
48
$773K 0.27%
9,670
+4,895
49
$768K 0.26%
8,095
+3,805
50
$732K 0.25%
21,423
+3,858
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