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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
$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%
40
502
$1K ﹤0.01%
5
503
$1K ﹤0.01%
20
504
$1K ﹤0.01%
23
505
$1K ﹤0.01%
28
506
$1K ﹤0.01%
385
507
$1K ﹤0.01%
+17
508
$1K ﹤0.01%
100
509
$1K ﹤0.01%
15
510
$1K ﹤0.01%
+20
511
$1K ﹤0.01%
12
512
$1K ﹤0.01%
9
513
$1K ﹤0.01%
+38
514
$1K ﹤0.01%
+9
515
$1K ﹤0.01%
71
516
– –
0
517
$1K ﹤0.01%
150
518
– –
0
519
$0 ﹤0.01%
+5
520
– –
-9
521
– –
-1,139
522
– –
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523
$0 ﹤0.01%
9
524
$0 ﹤0.01%
+3
525
– –
-600
19 20
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