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
$223M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$665K
3
+$382K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$375K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$347K

Top Sells

1
+$1.03M
2
+$565K
3
+$496K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$361K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$355K

Sector Composition

1 Technology 2.63%
2 Consumer Discretionary 2.62%
3 Healthcare 2.55%
4 Financials 2.34%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$371K 0.17%
5,636
-235
52
$358K 0.16%
3,982
+524
53
$351K 0.16%
4,405
54
$332K 0.15%
+4,129
55
$331K 0.15%
+2,920
56
$329K 0.15%
+2,243
57
$321K 0.14%
4,499
+1,400
58
$319K 0.14%
+6,191
59
$316K 0.14%
+5,012
60
$311K 0.14%
7,860
61
$311K 0.14%
13,467
62
$307K 0.14%
9,088
-1,404
63
$307K 0.14%
7,885
+1,874
64
$306K 0.14%
11,400
65
$289K 0.13%
+1,764
66
$288K 0.13%
3,365
67
$288K 0.13%
4,061
+810
68
$286K 0.13%
+1,204
69
$285K 0.13%
2,787
+840
70
$285K 0.13%
+5,939
71
$281K 0.13%
4,820
+498
72
$280K 0.13%
2,604
+376
73
$278K 0.12%
6,820
74
$277K 0.12%
3,476
+85
75
$272K 0.12%
+1,395
1 2
3
4 5