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
201
$119K 0.02%
2,350
202
$119K 0.02%
1,400
203
$118K 0.02%
1,133
+33
204
$117K 0.02%
3,179
205
$116K 0.02%
670
-53
206
$115K 0.02%
4,085
207
$115K 0.02%
2,274
-156
208
$113K 0.02%
1,449
-35,667
209
$113K 0.02%
550
+40
210
$113K 0.02%
1,440
211
$111K 0.02%
5,300
212
$109K 0.02%
1,562
-233
213
$105K 0.02%
4,342
+4,304
214
$104K 0.02%
740
215
$104K 0.02%
250
216
$102K 0.02%
1,351
-33,879
217
$102K 0.02%
1,075
218
$102K 0.02%
968
-12
219
$102K 0.02%
1,335
-126
220
$99K 0.02%
+1,795
221
$98K 0.02%
3,676
222
$97K 0.02%
4,629
-2,096
223
$96K 0.02%
294
224
$95K 0.02%
1,035
-1,980
225
$91K 0.02%
52
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7 8
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