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
76
$270K 0.12%
8,629
-459
77
$261K 0.12%
5,740
-320
78
$251K 0.11%
1,568
79
$247K 0.11%
1,952
80
$241K 0.11%
2,181
81
$240K 0.11%
1,676
82
$236K 0.1%
7,860
83
$236K 0.1%
2,517
84
$234K 0.1%
1,612
85
$233K 0.1%
1,793
86
$232K 0.1%
1,172
87
$231K 0.1%
5,175
88
$228K 0.1%
6,593
-850
89
$226K 0.1%
1,143
90
$224K 0.1%
1,754
91
$224K 0.1%
4,997
92
$224K 0.1%
3,663
93
$220K 0.1%
+4,170
94
$216K 0.1%
1,983
95
$210K 0.09%
+905
96
$206K 0.09%
4,681
+1
97
$204K 0.09%
12,032
98
$203K 0.09%
2,650
99
$200K 0.09%
+1,607
100
– –
-10,000
1 2 3
4
5