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
151
– –
-2,031
152
– –
-4,566
153
– –
-1,090
154
– –
-4,277
155
– –
-45,461
156
– –
-1,524
3 4 5 6
7