EWM
Evermay Wealth Management Portfolio holdings
AUM
$812M
This Quarter Return
+6.05%
1 Year Return
+12.89%
3 Year Return
+53.09%
5 Year Return
+88.49%
10 Year Return
+180.95%
AUM
$320M
AUM Growth
+$320M
(+6.7%)
Cap. Flow
+$2.69M
Cap. Flow
% of AUM
0.84%
Top 10 Holdings %
Top 10 Hldgs %
69.32%
Holding
150
New
17
Increased
26
Reduced
73
Closed
4
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.65M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$676K |
| 3 |
Kinder Morgan
KMI
|
$563K |
| 4 |
Northrop Grumman
NOC
|
$431K |
| 5 |
Carnival Corp
CCL
|
$341K |
Top Sells
| 1 |
Amazon
AMZN
|
$539K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$513K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$505K |
| 4 |
Cisco
CSCO
|
$431K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$380K |
Sector Composition
| 1 | Financials | 4.89% |
| 2 | Technology | 4.52% |
| 3 | Healthcare | 4.17% |
| 4 | Consumer Discretionary | 4.07% |
| 5 | Industrials | 2.7% |
