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
$596M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12M
3
+$4.89M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.94M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.12M

Top Sells

1
+$1.81M
2
+$1.28M
3
+$952K
4
AAPL icon
Apple
AAPL
+$733K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$675K

Sector Composition

1 Technology 5.15%
2 Financials 3.76%
3 Healthcare 3.38%
4 Consumer Discretionary 3.12%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$227K 0.04%
2,100
177
$225K 0.04%
2,225
+15
178
$224K 0.04%
6,426
179
$224K 0.04%
1,355
-1,500
180
$223K 0.04%
2,196
-220
181
$222K 0.04%
4,950
182
$218K 0.04%
1,666
183
$211K 0.04%
1,151
184
$210K 0.04%
11,240
185
$208K 0.03%
1,795
+14
186
$208K 0.03%
644
187
$204K 0.03%
1,980
188
$202K 0.03%
631
+311
189
$200K 0.03%
1,325
190
$200K 0.03%
3,474
+2,600
191
$199K 0.03%
11,979
192
$195K 0.03%
+2,345
193
$194K 0.03%
1,662
+1,577
194
$193K 0.03%
+753
195
$192K 0.03%
7,593
196
$187K 0.03%
1,389
+166
197
$184K 0.03%
905
198
$184K 0.03%
+5,363
199
$182K 0.03%
1,863
+1,854
200
$181K 0.03%
2,675
-2,000
6 7
8
9 10