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
$515M
AUM Growth
-$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.15M
3
+$5.48M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.14M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$3.51M
2
+$3.34M
3
+$2.78M
4
BND icon
Vanguard Total Bond Market
BND
+$2.56M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.17M

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
51
$1.09M 0.21%
4,965
-1,909
52
$1.08M 0.21%
18,480
53
$1.07M 0.21%
7,425
-173
54
$1.06M 0.21%
2,225
+458
55
$1.04M 0.2%
22,027
-43,266
56
$975K 0.19%
3,259
57
$958K 0.19%
5,246
+528
58
$928K 0.18%
21,758
-643
59
$874K 0.17%
59,322
+411
60
$831K 0.16%
7,600
61
$825K 0.16%
9,638
+5,738
62
$822K 0.16%
3,405
+18
63
$818K 0.16%
12,940
-183
64
$792K 0.15%
47,242
+9,240
65
$763K 0.15%
4,730
-420
66
$746K 0.14%
2,742
67
$745K 0.14%
2,683
-62
68
$723K 0.14%
2,292
+10
69
$712K 0.14%
14,660
+110
70
$711K 0.14%
19,757
+15,596
71
$703K 0.14%
3,338
-59
72
$691K 0.13%
3,509
-672
73
$688K 0.13%
1,425
74
$677K 0.13%
2,799
+1,605
75
$668K 0.13%
17,859
-2,924
1 2
3
4 5