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
301
$47.6K 0.01%
577
-555
302
$47.2K 0.01%
+1,450
303
$46.5K 0.01%
1,055
304
$45.5K 0.01%
146
305
$44.5K 0.01%
226
-29
306
$44.4K 0.01%
800
307
$44.3K 0.01%
114
+100
308
$41.8K 0.01%
308
309
$41.8K 0.01%
+617
310
$41.2K 0.01%
400
311
$40.8K 0.01%
326
312
$40.7K 0.01%
+385
313
$40.4K 0.01%
1,067
-180
314
$39.7K 0.01%
1,275
315
$38.6K 0.01%
600
316
$38.4K 0.01%
463
-155
317
$38K 0.01%
540
+5
318
$37.3K 0.01%
1,000
319
$36.8K 0.01%
560
320
$36.7K 0.01%
472
321
$36.2K 0.01%
1,315
322
$35.6K 0.01%
800
323
$35.3K 0.01%
1,200
324
$34.7K 0.01%
1,385
325
$34.4K 0.01%
792
11 12
13
14 15