EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$596M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12M
3
+$4.89M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.94M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.12M

Top Sells

1
+$1.81M
2
+$1.28M
3
+$952K
4
AAPL icon
Apple
AAPL
+$733K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$675K

Sector Composition

1 Technology 5.15%
2 Financials 3.76%
3 Healthcare 3.38%
4 Consumer Discretionary 3.12%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
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503
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504
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505
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510
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512
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5
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– –
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385
518
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0
519
$0 ﹤0.01%
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520
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521
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522
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523
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$0 ﹤0.01%
9
525
– –
-2,643
19 20
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