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
376
$13K ﹤0.01%
230
377
$12K ﹤0.01%
125
378
$12K ﹤0.01%
254
379
$12K ﹤0.01%
364
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380
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+186
381
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50
382
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250
383
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228
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385
$11K ﹤0.01%
450
386
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+58
387
$11K ﹤0.01%
1,266
388
$11K ﹤0.01%
240
389
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244
390
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200
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391
$11K ﹤0.01%
100
392
$11K ﹤0.01%
375
393
$11K ﹤0.01%
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$10K ﹤0.01%
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540
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$10K ﹤0.01%
300
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609
398
$10K ﹤0.01%
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$10K ﹤0.01%
200
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$10K ﹤0.01%
602
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