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
76
$650K 0.13%
5,158
-241
77
$630K 0.12%
5,353
78
$608K 0.12%
11,975
+1,327
79
$593K 0.12%
4,261
-350
80
$584K 0.11%
23,458
+2,489
81
$578K 0.11%
3,855
-706
82
$557K 0.11%
8,791
-150
83
$539K 0.1%
21,232
-2,814
84
$528K 0.1%
13,458
-80
85
$519K 0.1%
1,314
-294
86
$511K 0.1%
5,411
-207
87
$502K 0.1%
2,891
-90
88
$486K 0.09%
24,920
+2,300
89
$485K 0.09%
10,666
90
$485K 0.09%
2,179
+1,034
91
$483K 0.09%
2,265
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92
$478K 0.09%
4,399
-1,379
93
$466K 0.09%
5,154
-224
94
$462K 0.09%
3,189
+1,080
95
$442K 0.09%
3,246
-1,132
96
$439K 0.09%
808
+19
97
$438K 0.09%
2,198
+625
98
$432K 0.08%
1,775
-47
99
$432K 0.08%
6,146
100
$426K 0.08%
8,973
-81
2 3
4
5 6