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
326
$46.5K 0.01%
2,100
327
$46.3K 0.01%
450
328
$46.2K 0.01%
356
329
$45.8K 0.01%
880
330
$45.7K 0.01%
268
331
$45.1K 0.01%
93
332
$45K 0.01%
406
333
$44.8K 0.01%
410
+240
334
$44.7K 0.01%
700
335
$44.5K 0.01%
950
336
$44.4K 0.01%
1,550
337
$44.3K 0.01%
1,000
338
$44.2K 0.01%
326
339
$43.5K 0.01%
600
340
$43K 0.01%
450
341
$42.3K 0.01%
419
342
$40.7K 0.01%
314
343
$40K 0.01%
2,000
344
$38.3K 0.01%
533
345
$37.8K 0.01%
608
346
$36.5K ﹤0.01%
111
+41
347
$36.4K ﹤0.01%
1,000
348
$35.6K ﹤0.01%
+373
349
$35.3K ﹤0.01%
600
350
$34.9K ﹤0.01%
401
12 13
14
15 16