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
76
$269K 0.12%
3,464
77
$265K 0.12%
6,500
78
$263K 0.12%
+1,568
79
$257K 0.12%
+12,360
80
$252K 0.11%
+3,575
81
$251K 0.11%
6,060
82
$248K 0.11%
7,443
83
$242K 0.11%
+8,195
84
$235K 0.11%
+1,952
85
$234K 0.1%
+2,181
86
$233K 0.1%
4,680
87
$230K 0.1%
7,860
-440
88
$227K 0.1%
+1,676
89
$224K 0.1%
+2,517
90
$223K 0.1%
1,793
-500
91
$222K 0.1%
3,663
92
$222K 0.1%
5,175
93
$220K 0.1%
1,612
94
$214K 0.1%
+1,143
95
$212K 0.09%
4,997
96
$210K 0.09%
+1,754
97
$210K 0.09%
+1,983
98
$209K 0.09%
12,032
-1,200
99
$207K 0.09%
+1,172
100
$206K 0.09%
+2,650
1 2 3
4
5