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
$596M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.8M
3
+$4.83M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.98M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.07M

Top Sells

1
+$1.83M
2
+$1.21M
3
+$966K
4
AAPL icon
Apple
AAPL
+$761K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$673K

Sector Composition

1 Technology 5.15%
2 Financials 3.76%
3 Healthcare 3.38%
4 Consumer Discretionary 3.12%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$37K 0.01%
+1,500
327
$37K 0.01%
416
328
$37K 0.01%
792
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$36K 0.01%
1,248
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$35K 0.01%
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331
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332
$34K 0.01%
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$34K 0.01%
1,000
334
$33K 0.01%
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$32K 0.01%
156
-52
336
$31K 0.01%
167
337
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+304
338
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350
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339
$30K 0.01%
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340
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341
$29K ﹤0.01%
454
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342
$29K ﹤0.01%
333
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$28K ﹤0.01%
378
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$28K ﹤0.01%
278
345
$28K ﹤0.01%
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346
$27K ﹤0.01%
1,406
347
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200
348
$26K ﹤0.01%
464
349
$26K ﹤0.01%
703
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350
$26K ﹤0.01%
725
12 13
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