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
276
$85.8K 0.01%
534
+2
277
$85.6K 0.01%
286
-169
278
$85.5K 0.01%
+2,609
279
$84.8K 0.01%
822
280
$83.2K 0.01%
1,031
+133
281
$82K 0.01%
+4,775
282
$80.6K 0.01%
+400
283
$80.5K 0.01%
399
284
$79K 0.01%
300
285
$79K 0.01%
1,110
286
$78.8K 0.01%
5,800
287
$78.6K 0.01%
1,095
288
$77.6K 0.01%
1,340
289
$77.4K 0.01%
316
-10
290
$76.9K 0.01%
600
291
$74.1K 0.01%
3,000
292
$72.8K 0.01%
155
293
$71.6K 0.01%
148
294
$70.7K 0.01%
947
+85
295
$69.5K 0.01%
210
296
$69.3K 0.01%
996
+200
297
$67.8K 0.01%
475
298
$67.3K 0.01%
1,432
-100
299
$66.6K 0.01%
300
300
$66.5K 0.01%
180
10 11
12
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