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
101
$425K 0.09%
3,878
102
$420K 0.09%
2,080
103
$420K 0.09%
2,540
104
$403K 0.09%
2,068
105
$393K 0.09%
1,750
+857
106
$393K 0.09%
4,219
-40
107
$393K 0.09%
1,730
-430
108
$392K 0.09%
6,664
109
$392K 0.09%
2,617
110
$391K 0.09%
4,691
+330
111
$390K 0.09%
1,680
112
$385K 0.08%
19,645
113
$384K 0.08%
6,780
-4,345
114
$382K 0.08%
5,575
-231
115
$372K 0.08%
2,820
+30
116
$365K 0.08%
3,980
-975
117
$363K 0.08%
1,549
+117
118
$361K 0.08%
4,494
-201
119
$355K 0.08%
5,142
120
$353K 0.08%
11,664
+273
121
$351K 0.08%
2,479
122
$346K 0.08%
3,205
123
$343K 0.08%
2,301
124
$325K 0.07%
3,037
125
$321K 0.07%
2,266
3 4
5
6 7