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
326
$34.3K 0.01%
+1,046
327
$33.1K 0.01%
649
-1,156
328
$33K 0.01%
533
329
$32.7K 0.01%
175
-17
330
$32.4K 0.01%
1,470
331
$32.3K 0.01%
367
-12
332
$32.1K 0.01%
1,462
+962
333
$32K 0.01%
+618
334
$31.3K 0.01%
118
+60
335
$30.3K 0.01%
+450
336
$30K 0.01%
+670
337
$29.8K 0.01%
350
338
$29.5K 0.01%
+1,563
339
$29.3K 0.01%
600
340
$28.3K 0.01%
209
-92
341
$28.1K 0.01%
123
342
$27.8K 0.01%
+800
343
$27.8K 0.01%
+501
344
$27.8K 0.01%
304
345
$27.1K 0.01%
735
346
$27K 0.01%
790
347
$26.8K 0.01%
1,000
348
$26.5K 0.01%
+1,000
349
$26.3K 0.01%
658
350
$26.1K 0.01%
278
12 13
14
15 16