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
351
$25.5K 0.01%
800
352
$24.6K 0.01%
380
+2
353
$24.3K ﹤0.01%
395
-1,400
354
$24.2K ﹤0.01%
514
355
$23.7K ﹤0.01%
464
356
$23.2K ﹤0.01%
70
357
$22.4K ﹤0.01%
+700
358
$22.2K ﹤0.01%
380
359
$22.1K ﹤0.01%
725
360
$21.6K ﹤0.01%
500
361
$21.6K ﹤0.01%
480
+280
362
$21.4K ﹤0.01%
300
363
$21.4K ﹤0.01%
+250
364
$20.7K ﹤0.01%
330
+100
365
$20.1K ﹤0.01%
398
366
$19.9K ﹤0.01%
400
367
$19.4K ﹤0.01%
150
368
$19K ﹤0.01%
+500
369
$18.9K ﹤0.01%
230
370
$18.7K ﹤0.01%
330
371
$18.5K ﹤0.01%
681
-31
372
$18.3K ﹤0.01%
2,843
-62
373
$18.2K ﹤0.01%
84
374
$17.9K ﹤0.01%
700
375
$17.4K ﹤0.01%
59
+9
13 14
15
16 17