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
176
$163K 0.03%
1,099
-256
177
$163K 0.03%
11,240
178
$161K 0.03%
1,046
-105
179
$158K 0.03%
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-175
180
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812
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181
$155K 0.03%
753
182
$155K 0.03%
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183
$155K 0.03%
5,363
184
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359
185
$151K 0.03%
3,539
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186
$151K 0.03%
1,325
187
$146K 0.03%
693
188
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189
$140K 0.03%
905
190
$138K 0.03%
4,268
191
$134K 0.03%
600
192
$130K 0.03%
1,220
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193
$129K 0.03%
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194
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195
$127K 0.02%
2,491
196
$126K 0.02%
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197
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1,338
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198
$120K 0.02%
1,914
199
$120K 0.02%
852
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200
$119K 0.02%
2,998
+35
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