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
251
$103K 0.02%
1,415
-1,170
252
$101K 0.02%
1,000
253
$100K 0.02%
768
-4,618
254
$98K 0.02%
1,273
+305
255
$96K 0.02%
+2,227
256
$94K 0.02%
375
257
$94K 0.02%
729
258
$94K 0.02%
799
+777
259
$93K 0.02%
4,215
260
$90K 0.02%
294
+44
261
$89K 0.01%
1,398
-1,125
262
$88K 0.01%
2,264
-3,600
263
$86K 0.01%
1,935
264
$81K 0.01%
749
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265
$81K 0.01%
518
266
$78K 0.01%
200
267
$78K 0.01%
900
268
$74K 0.01%
+1,559
269
$73K 0.01%
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$72K 0.01%
965
271
$71K 0.01%
300
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272
$71K 0.01%
450
273
$68K 0.01%
675
274
$68K 0.01%
1,160
275
$68K 0.01%
1,485
9 10
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