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
351
$26K ﹤0.01%
176
352
$26K ﹤0.01%
274
-1,170
353
$25K ﹤0.01%
110
354
$24K ﹤0.01%
183
355
$24K ﹤0.01%
700
356
$23K ﹤0.01%
336
357
$23K ﹤0.01%
256
+255
358
$23K ﹤0.01%
1,000
359
$22K ﹤0.01%
1,110
+100
360
$22K ﹤0.01%
357
+91
361
$22K ﹤0.01%
+315
362
$22K ﹤0.01%
15
363
$21K ﹤0.01%
462
-159
364
$21K ﹤0.01%
822
-304
365
$21K ﹤0.01%
83
366
$20K ﹤0.01%
441
+269
367
$20K ﹤0.01%
500
368
$19K ﹤0.01%
84
369
$19K ﹤0.01%
330
370
$19K ﹤0.01%
166
+99
371
$18K ﹤0.01%
200
+80
372
$18K ﹤0.01%
150
373
$18K ﹤0.01%
1,345
-1,015
374
$18K ﹤0.01%
126
375
$17K ﹤0.01%
261
13 14
15
16 17