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
251
$78K 0.02%
4,215
252
$77.9K 0.02%
1,670
-604
253
$77.8K 0.02%
690
254
$77.5K 0.02%
1,840
255
$74.8K 0.02%
1,485
256
$74.2K 0.02%
2,216
257
$73.3K 0.01%
2,180
+5
258
$72.7K 0.01%
5,800
259
$72.2K 0.01%
+250
260
$72K 0.01%
514
+306
261
$70.6K 0.01%
850
+450
262
$70.6K 0.01%
416
263
$69.7K 0.01%
509
264
$69.3K 0.01%
571
+65
265
$67.6K 0.01%
197
+102
266
$67.3K 0.01%
157
267
$66.4K 0.01%
1,324
268
$66.2K 0.01%
3,597
-960
269
$66.2K 0.01%
+253
270
$65.4K 0.01%
535
+19
271
$65.3K 0.01%
749
-50
272
$65K 0.01%
244
273
$64.5K 0.01%
370
274
$64.4K 0.01%
823
-450
275
$63.8K 0.01%
+1,423
9 10
11
12 13