EWM
Evermay Wealth Management Portfolio holdings
AUM
$812M
This Quarter Return
+8.15%
1 Year Return
+12.89%
3 Year Return
+53.09%
5 Year Return
+88.49%
10 Year Return
+180.95%
AUM
$72M
AUM Growth
–
Cap. Flow
+$72M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.45%
Holding
46
New
46
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$21.2M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$15.9M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$4.12M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$4.08M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$3.98M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 5.69% |
| 2 | Healthcare | 3.3% |
| 3 | Energy | 2.58% |
| 4 | Consumer Staples | 2.47% |
| 5 | Financials | 1.34% |
