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
76
$567K 0.13%
4,040
-92
77
$562K 0.12%
2,524
+1,164
78
$557K 0.12%
2,273
-239
79
$545K 0.12%
10,125
80
$543K 0.12%
3,972
81
$537K 0.12%
10,725
+64
82
$530K 0.12%
3,009
-25
83
$507K 0.11%
3,078
-340
84
$505K 0.11%
2,775
-180
85
$505K 0.11%
6,102
+2,600
86
$499K 0.11%
11,400
-200
87
$495K 0.11%
2,155
-30
88
$494K 0.11%
5,729
-80
89
$489K 0.11%
6,841
-2,885
90
$478K 0.11%
8,171
+100
91
$466K 0.1%
1,795
92
$460K 0.1%
6,740
+30
93
$454K 0.1%
1,413
-150
94
$448K 0.1%
14,765
-1,625
95
$441K 0.1%
+17,924
96
$438K 0.1%
2,855
97
$436K 0.1%
1,222
98
$435K 0.1%
1,803
99
$432K 0.1%
4,118
+1,035
100
$429K 0.09%
19,769
-2,930
2 3
4
5 6