EWM
Evermay Wealth Management Portfolio holdings
AUM
$812M
This Quarter Return
+11.45%
1 Year Return
+12.89%
3 Year Return
+53.09%
5 Year Return
+88.49%
10 Year Return
+180.95%
AUM
$354M
AUM Growth
+$354M
(+15%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
70.9%
Holding
148
New
17
Increased
57
Reduced
45
Closed
2
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.69M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$993K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$722K |
| 4 |
Walt Disney
DIS
|
$329K |
| 5 |
Dominion Energy
D
|
$302K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$276K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$236K |
| 3 |
BorgWarner
BWA
|
$218K |
| 4 |
FedEx
FDX
|
$200K |
| 5 |
Norfolk Southern
NSC
|
$145K |
Sector Composition
| 1 | Healthcare | 4.11% |
| 2 | Financials | 3.98% |
| 3 | Technology | 3.79% |
| 4 | Consumer Discretionary | 3.21% |
| 5 | Industrials | 2.38% |
