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
376
$17K ﹤0.01%
+70
377
$17K ﹤0.01%
1,150
378
$16K ﹤0.01%
180
379
$16K ﹤0.01%
230
380
$16K ﹤0.01%
77
381
$16K ﹤0.01%
244
382
$15K ﹤0.01%
219
383
$15K ﹤0.01%
331
384
$15K ﹤0.01%
390
385
$14K ﹤0.01%
+400
386
$14K ﹤0.01%
+500
387
$14K ﹤0.01%
250
388
$14K ﹤0.01%
60
389
$14K ﹤0.01%
400
390
$14K ﹤0.01%
1,273
+50
391
$13K ﹤0.01%
125
392
$13K ﹤0.01%
228
+98
393
$13K ﹤0.01%
300
394
$13K ﹤0.01%
270
-120
395
$13K ﹤0.01%
609
-225
396
$13K ﹤0.01%
100
397
$13K ﹤0.01%
100
398
$13K ﹤0.01%
102
399
$13K ﹤0.01%
375
400
$13K ﹤0.01%
80
14 15
16
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