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
$515M
AUM Growth
-$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.15M
3
+$5.48M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.14M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$3.51M
2
+$3.34M
3
+$2.78M
4
BND icon
Vanguard Total Bond Market
BND
+$2.56M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.17M

Sector Composition

1 Financials 4.66%
2 Technology 4.49%
3 Healthcare 3.75%
4 Consumer Discretionary 2.74%
5 Industrials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$222K 0.04%
2,083
-6,721
152
$216K 0.04%
1,350
153
$211K 0.04%
4,732
154
$210K 0.04%
3,870
155
$207K 0.04%
2,060
-40
156
$206K 0.04%
2,225
157
$203K 0.04%
2,220
+220
158
$202K 0.04%
2,675
159
$199K 0.04%
1,960
-1,052
160
$197K 0.04%
4,851
-1,119
161
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4,198
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162
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163
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1,382
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164
$188K 0.04%
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165
$188K 0.04%
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166
$186K 0.04%
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167
$185K 0.04%
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168
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2,515
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169
$181K 0.04%
631
170
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644
171
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172
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3,474
173
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2,435
+1,596
174
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3,342
-3,724
175
$164K 0.03%
6,000
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7
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