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
$453M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.25M
3
+$1.15M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$904K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$727K

Top Sells

1
+$2.7M
2
+$1.81M
3
+$1.79M
4
AAPL icon
Apple
AAPL
+$544K
5
AMZN icon
Amazon
AMZN
+$485K

Sector Composition

1 Technology 6.18%
2 Healthcare 4.21%
3 Consumer Discretionary 3.76%
4 Financials 3.3%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$913K 0.2%
10,420
-760
52
$902K 0.2%
4,635
-17
53
$900K 0.2%
14,502
-1,225
54
$850K 0.19%
7,071
-1,124
55
$840K 0.19%
4,988
-50
56
$839K 0.19%
29,639
-5,938
57
$814K 0.18%
17,239
-668
58
$805K 0.18%
1,867
+320
59
$789K 0.17%
3,020
60
$776K 0.17%
9,360
+1,005
61
$765K 0.17%
6,358
-149
62
$744K 0.16%
18,057
-3,228
63
$741K 0.16%
15,423
+354
64
$706K 0.16%
12,875
-283
65
$687K 0.15%
2,516
+210
66
$662K 0.15%
3,111
-25
67
$640K 0.14%
3,788
+192
68
$639K 0.14%
5,459
-794
69
$627K 0.14%
1,253
-246
70
$618K 0.14%
2,027
-439
71
$612K 0.13%
44,760
-1,012
72
$603K 0.13%
8,752
-790
73
$587K 0.13%
6,102
-2,090
74
$586K 0.13%
5,148
-711
75
$568K 0.13%
1,219
+130
1 2
3
4 5