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
251
$112K 0.01%
850
252
$109K 0.01%
3,901
-260
253
$107K 0.01%
3,459
-328
254
$107K 0.01%
1,788
-1
255
$106K 0.01%
2,310
256
$104K 0.01%
534
257
$102K 0.01%
668
-275
258
$101K 0.01%
1,943
+200
259
$101K 0.01%
900
260
$98.6K 0.01%
1,033
261
$97.8K 0.01%
210
262
$97.3K 0.01%
350
263
$97K 0.01%
2,663
264
$96.4K 0.01%
3,096
265
$95.3K 0.01%
3,200
266
$94.9K 0.01%
600
267
$94.2K 0.01%
1,195
268
$94K 0.01%
3,906
269
$92.9K 0.01%
350
270
$92.7K 0.01%
300
271
$92.6K 0.01%
1,517
272
$91.6K 0.01%
49
273
$88.9K 0.01%
675
274
$88.4K 0.01%
1,485
275
$86K 0.01%
1,145
-275
9 10
11
12 13