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
101
$426K 0.08%
8,783
-270
102
$425K 0.08%
20,328
+12,735
103
$418K 0.08%
6,308
-573
104
$412K 0.08%
3,806
-155
105
$411K 0.08%
24,044
-42,218
106
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2,056
-37
107
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5,822
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108
$405K 0.08%
13,015
-570
109
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1,078
-25
110
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4,269
111
$387K 0.08%
2,843
112
$385K 0.07%
7,077
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113
$384K 0.07%
2,928
-150
114
$379K 0.07%
1,474
-25
115
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2,777
+2,041
116
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117
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15,075
118
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5,854
119
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1,480
120
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3,725
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121
$349K 0.07%
2,211
-118
122
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4,536
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123
$346K 0.07%
7,263
-1,378
124
$342K 0.07%
2,419
+94
125
$340K 0.07%
4,239
3 4
5
6 7