EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$3.38M
3
+$2.44M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.35M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.96M

Top Sells

1
+$1.56M
2
+$1.08M
3
+$604K
4
AFL icon
Aflac
AFL
+$593K
5
AAPL icon
Apple
AAPL
+$491K

Sector Composition

1 Financials 4.96%
2 Technology 4.7%
3 Healthcare 3.88%
4 Consumer Discretionary 3.67%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
0
127
$212K 0.07%
1,547
-63
128
$212K 0.07%
2,110
-448
129
$206K 0.07%
2,870
130
$205K 0.07%
625
-686
131
$205K 0.07%
+2,038
132
$204K 0.07%
1,205
+95
133
– –
0
134
– –
-13,502
135
– –
-1,676
136
– –
-11,130
137
– –
-5,964
138
– –
-1,840
139
– –
-18,225
140
– –
-5,539
141
– –
-1,715
142
– –
-10,125
143
– –
-2,924
144
– –
-893
145
– –
-1,115
146
– –
-805
147
– –
-3,224
148
– –
-7,436
149
– –
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150
– –
-1,933
3 4 5
6
7