EWM

Evermay Wealth Management Portfolio holdings

AUM $874M
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$761M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
612
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$53.6M
3
+$3.29M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$2.5M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.58M

Top Sells

1
+$3.16M
2
+$2.04M
3
+$1.79M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.66M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.48M

Sector Composition

1 Technology 4.56%
2 Financials 4.19%
3 Consumer Discretionary 3.01%
4 Healthcare 2.34%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$137K 0.02%
801
+578
227
$136K 0.02%
3,691
-10
228
$136K 0.02%
1,647
-560
229
$134K 0.02%
250
230
$132K 0.02%
732
-300
231
$131K 0.02%
+3,657
232
$130K 0.02%
1,164
233
$129K 0.02%
720
234
$128K 0.02%
420
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235
$123K 0.02%
1,340
236
$123K 0.02%
+1,128
237
$121K 0.02%
1,440
238
$121K 0.02%
1,995
+100
239
$117K 0.02%
1,000
240
$117K 0.02%
795
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241
$116K 0.02%
1,689
242
$116K 0.02%
213
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243
$115K 0.02%
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244
$115K 0.02%
373
245
$114K 0.01%
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246
$114K 0.01%
4,014
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247
$114K 0.01%
3,121
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248
$113K 0.01%
1,790
249
$113K 0.01%
444
250
$112K 0.01%
3,600
8 9
10
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