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
26
$2.27M 0.44%
13,435
-45
27
$2.17M 0.42%
11,032
-250
28
$2.14M 0.42%
27,677
-1,000
29
$1.93M 0.37%
8,649
-1,669
30
$1.88M 0.37%
45,237
-7,510
31
$1.84M 0.36%
36,975
-178
32
$1.83M 0.36%
37,280
+25,420
33
$1.75M 0.34%
7,077
+4
34
$1.73M 0.34%
13,101
-4,691
35
$1.66M 0.32%
9,412
-12,305
36
$1.65M 0.32%
3,205
+168
37
$1.59M 0.31%
76,898
+7,260
38
$1.57M 0.3%
8,820
-358
39
$1.55M 0.3%
29,488
-20
40
$1.47M 0.28%
15,962
+525
41
$1.46M 0.28%
7,234
+229
42
$1.46M 0.28%
9,503
+205
43
$1.4M 0.27%
89,226
-1,812
44
$1.36M 0.27%
12,734
-1,077
45
$1.26M 0.24%
5,549
-316
46
$1.17M 0.23%
2,441
+33
47
$1.16M 0.23%
12,067
+5,315
48
$1.16M 0.22%
14,948
+566
49
$1.15M 0.22%
3,537
+430
50
$1.11M 0.21%
9,750
-60
1
2
3 4 5