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EWM

Evermay Wealth Management Portfolio holdings

AUM $902M
1-Year Est. Return 14.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.76%
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
+$8.23M
3
+$5.51M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.24M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.47M

Top Sells

1
+$3.68M
2
+$3.35M
3
+$2.8M
4
BND icon
Vanguard Total Bond Market
BND
+$2.58M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.38M

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
476
$2K ﹤0.01%
+67
477
$2K ﹤0.01%
128
478
$2K ﹤0.01%
48
479
$2K ﹤0.01%
83
-14,753
480
$2K ﹤0.01%
+18
481
$2K ﹤0.01%
50
482
$2K ﹤0.01%
168
483
$2K ﹤0.01%
26
484
$1K ﹤0.01%
18
+1
485
$1K ﹤0.01%
35
-226
486
$1K ﹤0.01%
21
487
$1K ﹤0.01%
40
488
$1K ﹤0.01%
5
-40
489
$1K ﹤0.01%
32
-250
490
$1K ﹤0.01%
12
491
$1K ﹤0.01%
38
-200
492
$1K ﹤0.01%
35
493
$1K ﹤0.01%
40
494
$1K ﹤0.01%
+17
495
$1K ﹤0.01%
+47
496
$1K ﹤0.01%
9
497
$1K ﹤0.01%
5
-195
498
$1K ﹤0.01%
23
499
$1K ﹤0.01%
100
500
$1K ﹤0.01%
100
18 19
20
21 22