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
101
– –
-53,686
102
– –
-12,360
103
– –
-8,195
104
– –
-13,467
105
– –
-7,885
1 2 3 4
5