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
$491M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$741K
3
+$658K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$627K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$483K

Top Sells

1
+$19.8M
2
+$13.6M
3
+$7.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$855K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$798K

Sector Composition

1 Financials 5.83%
2 Technology 4.44%
3 Healthcare 4.05%
4 Consumer Discretionary 2.86%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$104K 0.02%
373
227
$102K 0.02%
1,653
+803
228
$101K 0.02%
3,600
229
$98.5K 0.02%
3,912
+87
230
$97.9K 0.02%
+850
231
$97.6K 0.02%
776
-490
232
$96.7K 0.02%
1,165
-805
233
$94.7K 0.02%
1,330
-232
234
$93.7K 0.02%
900
235
$93.6K 0.02%
404
+344
236
$89.5K 0.02%
900
237
$87.8K 0.02%
1,245
238
$87.2K 0.02%
793
+508
239
$85K 0.02%
2,412
+1,715
240
$84.1K 0.02%
500
-50
241
$83.6K 0.02%
1,000
242
$81.8K 0.02%
1,192
-311
243
$81.4K 0.02%
675
244
$81.2K 0.02%
+2,500
245
$80.9K 0.02%
800
246
$79.6K 0.02%
1,935
247
$78.9K 0.02%
375
248
$78.6K 0.02%
729
249
$78.6K 0.02%
315
-38
250
$78K 0.02%
+622
8 9
10
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