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
$290M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.36M
3
+$2.32M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.96M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M

Top Sells

1
+$1.56M
2
+$1.03M
3
+$593K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$582K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$539K

Sector Composition

1 Financials 4.96%
2 Technology 4.7%
3 Healthcare 3.88%
4 Consumer Discretionary 3.67%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$728K 0.25%
27,035
+2,530
52
$720K 0.25%
23,999
+12,615
53
$718K 0.25%
5,167
-1,440
54
$686K 0.24%
12,344
+3,560
55
$677K 0.23%
8,550
+1,666
56
$629K 0.22%
2,130
+1,075
57
$620K 0.21%
3,823
+1,365
58
$611K 0.21%
12,106
+2,547
59
$607K 0.21%
5,325
+963
60
$605K 0.21%
7,634
-698
61
$604K 0.21%
4,095
+1,250
62
$599K 0.21%
+12,758
63
$575K 0.2%
8,859
+2,321
64
$568K 0.2%
4,422
+12
65
$556K 0.19%
14,800
+380
66
$550K 0.19%
8,164
+1,820
67
$510K 0.18%
9,799
+1,840
68
$488K 0.17%
2,223
+625
69
$478K 0.16%
6,097
-31
70
$473K 0.16%
3,945
71
$471K 0.16%
13,366
-1,750
72
$465K 0.16%
2,890
+1,585
73
$459K 0.16%
5,396
+1,600
74
$456K 0.16%
6,755
+1,745
75
$448K 0.15%
8,680
+2,540
1 2
3
4 5