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
$226M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$951K
3
+$602K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$532K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$514K

Top Sells

1
+$2.42M
2
+$1.74M
3
+$958K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$712K
5
F icon
Ford
F
+$625K

Sector Composition

1 Technology 2.57%
2 Industrials 2.43%
3 Financials 2.33%
4 Healthcare 2.31%
5 Consumer Discretionary 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$372K 0.16%
6,719
52
$371K 0.16%
+11,390
53
$342K 0.15%
2,229
-14
54
$335K 0.15%
4,499
55
$333K 0.15%
3,819
-163
56
$333K 0.15%
4,129
57
$327K 0.15%
1,764
58
$326K 0.14%
5,013
+1
59
$321K 0.14%
6,191
60
$312K 0.14%
5,939
61
$309K 0.14%
1,204
62
$306K 0.14%
11,400
63
$303K 0.13%
1,395
64
$300K 0.13%
2,820
-100
65
$299K 0.13%
3,365
66
$298K 0.13%
3,726
+250
67
$296K 0.13%
3,961
-100
68
$284K 0.13%
7,860
69
$281K 0.12%
4,820
70
$280K 0.12%
6,820
71
$275K 0.12%
2,687
-100
72
$275K 0.12%
3,575
73
$275K 0.12%
6,400
-100
74
$272K 0.12%
2,605
+1
75
$270K 0.12%
3,464
1 2
3
4 5