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

Top Buys

1
+$13.8M
2
+$11.8M
3
+$4.83M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.98M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.07M

Top Sells

1
+$1.83M
2
+$1.21M
3
+$966K
4
AAPL icon
Apple
AAPL
+$761K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$673K

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
226
$130K 0.02%
4,085
-565
227
$128K 0.02%
1,649
+1,409
228
$127K 0.02%
+948
229
$125K 0.02%
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230
$125K 0.02%
7,095
+7,014
231
$124K 0.02%
2,430
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232
$124K 0.02%
330
233
$123K 0.02%
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-30
234
$123K 0.02%
980
235
$123K 0.02%
361
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236
$123K 0.02%
250
237
$121K 0.02%
510
238
$121K 0.02%
1,644
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239
$120K 0.02%
6,725
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240
$118K 0.02%
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241
$117K 0.02%
2,548
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242
$116K 0.02%
736
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243
$115K 0.02%
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244
$114K 0.02%
4,065
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245
$114K 0.02%
1,390
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246
$114K 0.02%
1,400
247
$114K 0.02%
1,461
-3,230
248
$112K 0.02%
3,676
249
$103K 0.02%
740
250
$103K 0.02%
3,915
8 9
10
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