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
276
$62.6K 0.01%
412
-145
277
$62.5K 0.01%
1,864
-64
278
$62.1K 0.01%
455
279
$61.6K 0.01%
606
+136
280
$61.3K 0.01%
+2,193
281
$60.9K 0.01%
450
282
$60.6K 0.01%
838
283
$60K 0.01%
784
+100
284
$59.5K 0.01%
600
+7
285
$58.7K 0.01%
907
+7
286
$58K 0.01%
350
287
$58K 0.01%
415
288
$57.9K 0.01%
555
289
$57.2K 0.01%
+3,136
290
$55.2K 0.01%
609
+276
291
$53.7K 0.01%
1,160
292
$52.6K 0.01%
895
293
$52.3K 0.01%
1,477
294
$51.8K 0.01%
+1,700
295
$51.6K 0.01%
300
296
$50.2K 0.01%
150
297
$49.5K 0.01%
1,550
298
$49.3K 0.01%
210
299
$48.2K 0.01%
2,000
+1,000
300
$48.1K 0.01%
371
+254
10 11
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