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
126
$321K 0.07%
1,698
-566
127
$319K 0.07%
5,790
128
$318K 0.07%
2,670
-157
129
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4,631
+87
130
$315K 0.07%
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131
$313K 0.07%
7,507
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132
$304K 0.07%
2,797
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133
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7,164
134
$303K 0.07%
1,400
135
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4,244
-1,867
136
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137
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138
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139
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140
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141
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3,129
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144
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145
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146
$264K 0.06%
+2,510
147
$253K 0.06%
5,432
-1,185
148
$247K 0.05%
+343
149
$242K 0.05%
+2,096
150
$240K 0.05%
1,666
3 4 5
6
7