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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
501
$1K ﹤0.01%
+19
502
$1K ﹤0.01%
+1
503
$1K ﹤0.01%
50
504
$1K ﹤0.01%
71
505
$1K ﹤0.01%
5
506
$1K ﹤0.01%
20
507
$1K ﹤0.01%
22
-4
508
$0 ﹤0.01%
+15
509
$0 ﹤0.01%
6
510
– –
-562
511
– –
-30
512
– –
-325
513
$0 ﹤0.01%
28
514
– –
-6
515
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0
516
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-5
517
$0 ﹤0.01%
15
518
– –
-219
519
$0 ﹤0.01%
20
520
$0 ﹤0.01%
3
-6
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– –
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522
– –
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523
$0 ﹤0.01%
3
-150
524
– –
-20
525
$0 ﹤0.01%
7
19 20
21
22 23