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
$453M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.25M
3
+$1.15M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$904K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$727K

Top Sells

1
+$2.7M
2
+$1.81M
3
+$1.79M
4
AAPL icon
Apple
AAPL
+$544K
5
AMZN icon
Amazon
AMZN
+$485K

Sector Composition

1 Technology 6.18%
2 Healthcare 4.21%
3 Consumer Discretionary 3.76%
4 Financials 3.3%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 0.44%
12,538
+280
27
$1.97M 0.43%
20,604
28
$1.74M 0.38%
29,549
+39
29
$1.68M 0.37%
6,136
-967
30
$1.65M 0.36%
17,975
-892
31
$1.62M 0.36%
20,762
-596
32
$1.48M 0.33%
6,909
-70
33
$1.43M 0.31%
10,264
-169
34
$1.3M 0.29%
7,438
-21
35
$1.22M 0.27%
3,491
-898
36
$1.15M 0.25%
9,544
-1,292
37
$1.15M 0.25%
23,048
-8,416
38
$1.14M 0.25%
7,830
-194
39
$1.13M 0.25%
5,434
+1,004
40
$1.12M 0.25%
34,718
41
$1.1M 0.24%
24,643
-2,063
42
$1.08M 0.24%
5,963
-2,275
43
$1.03M 0.23%
46,188
-1,520
44
$981K 0.22%
11,719
-415
45
$970K 0.21%
63,954
-16,206
46
$954K 0.21%
5,406
47
$948K 0.21%
12,604
48
$945K 0.21%
18,042
-1,560
49
$941K 0.21%
8,782
-340
50
$925K 0.2%
2,455
+30
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