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
151
$238K 0.05%
+10,488
152
$237K 0.05%
9,220
-900
153
$236K 0.05%
1,750
154
$236K 0.05%
5,751
-719
155
$235K 0.05%
+3,435
156
$235K 0.05%
935
157
$234K 0.05%
3,193
158
$233K 0.05%
+1,532
159
$232K 0.05%
+727
160
$226K 0.05%
6,470
161
$224K 0.05%
+3,149
162
$223K 0.05%
+1,075
163
$222K 0.05%
13,840
-1,040
164
$210K 0.05%
+6,493
165
$209K 0.05%
897
+218
166
$206K 0.05%
+4,882
167
$205K 0.05%
+653
168
$201K 0.04%
+1,126
169
$173K 0.04%
+13
170
$152K 0.03%
11,979
171
– –
-544
172
– –
-245
173
– –
-4,638
3 4 5 6
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