EWM
Evermay Wealth Management Portfolio holdings
AUM
$812M
This Quarter Return
-0.89%
1 Year Return
+12.89%
3 Year Return
+53.09%
5 Year Return
+88.49%
10 Year Return
+180.95%
AUM
$290M
AUM Growth
+$290M
(+6.3%)
Cap. Flow
+$20.9M
Cap. Flow
% of AUM
7.19%
Top 10 Holdings %
Top 10 Hldgs %
69.74%
Holding
156
New
15
Increased
66
Reduced
38
Closed
23
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.32M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.36M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.32M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.96M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.76M |
Top Sells
| 1 |
WFBI
WashingtonFirst Bankshares Inc
WFBI
|
$1.56M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$1.03M |
| 3 |
Aflac
AFL
|
$593K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$582K |
| 5 |
Apple
AAPL
|
$478K |
Sector Composition
| 1 | Financials | 4.96% |
| 2 | Technology | 4.7% |
| 3 | Healthcare | 3.88% |
| 4 | Consumer Discretionary | 3.67% |
| 5 | Consumer Staples | 2.77% |
