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
301
$66.2K 0.01%
1,600
302
$66.1K 0.01%
461
303
$65.8K 0.01%
5,300
304
$62.7K 0.01%
408
-5
305
$61.7K 0.01%
500
306
$61.2K 0.01%
869
307
$59.6K 0.01%
601
308
$59.4K 0.01%
400
309
$59.4K 0.01%
345
310
$59.2K 0.01%
376
311
$58.4K 0.01%
+1,854
312
$56.2K 0.01%
800
313
$55.6K 0.01%
560
314
$55.4K 0.01%
1,210
-320
315
$54.2K 0.01%
100
+75
316
$53.5K 0.01%
1,716
317
$53K 0.01%
370
318
$52.5K 0.01%
1,275
-302
319
$52K 0.01%
1,010
320
$51K 0.01%
1,597
321
$50K 0.01%
400
322
$48.6K 0.01%
1,200
323
$48.5K 0.01%
670
+306
324
$47.5K 0.01%
425
325
$46.6K 0.01%
1,067
-102
11 12
13
14 15