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
$503M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.77M
3
+$1.69M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$897K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$825K

Top Sells

1
+$4.29M
2
+$484K
3
+$422K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$330K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$164K

Sector Composition

1 Financials 4.89%
2 Technology 4.39%
3 Healthcare 3.62%
4 Consumer Discretionary 2.82%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$19K ﹤0.01%
70
352
$18K ﹤0.01%
712
+5
353
$17K ﹤0.01%
398
-1,000
354
$17K ﹤0.01%
150
355
$17K ﹤0.01%
330
356
$17K ﹤0.01%
482
+20
357
$17K ﹤0.01%
400
358
$17K ﹤0.01%
700
359
$16K ﹤0.01%
107
+5
360
$16K ﹤0.01%
450
-270
361
$16K ﹤0.01%
317
-228
362
$15K ﹤0.01%
+500
363
$14K ﹤0.01%
180
364
$14K ﹤0.01%
500
365
$14K ﹤0.01%
268
366
$14K ﹤0.01%
230
367
$14K ﹤0.01%
300
368
$14K ﹤0.01%
289
-16
369
$14K ﹤0.01%
709
370
$14K ﹤0.01%
+117
371
$14K ﹤0.01%
60
372
$13K ﹤0.01%
189
-141
373
$13K ﹤0.01%
108
374
$13K ﹤0.01%
77
375
$13K ﹤0.01%
80
13 14
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