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
76
$445K 0.15%
6,180
+1,255
77
$440K 0.15%
10,548
+3,750
78
$435K 0.15%
1,274
79
$431K 0.15%
+6,760
80
$427K 0.15%
2,826
-1,743
81
$425K 0.15%
9,785
+1,017
82
$413K 0.14%
+9,347
83
$413K 0.14%
+5,920
84
$395K 0.14%
5,662
+30
85
$383K 0.13%
4,288
-135
86
$379K 0.13%
+21,338
87
$379K 0.13%
2,790
-2,351
88
$376K 0.13%
+8,815
89
$375K 0.13%
15,064
-5,742
90
$373K 0.13%
5,890
+2,101
91
$362K 0.12%
2,121
+735
92
$357K 0.12%
1,653
-100
93
$354K 0.12%
4,511
+200
94
$353K 0.12%
3,786
-951
95
$352K 0.12%
6,721
+2,411
96
$346K 0.12%
6,630
+1,100
97
$325K 0.11%
+3,092
98
$323K 0.11%
3,366
99
$314K 0.11%
11,556
100
$308K 0.11%
+16,584
2 3
4
5 6