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
376
$17.1K ﹤0.01%
+2,887
377
$16.9K ﹤0.01%
250
378
$16.7K ﹤0.01%
180
379
$16.7K ﹤0.01%
360
-269
380
$16.4K ﹤0.01%
500
381
$16.2K ﹤0.01%
+500
382
$16.1K ﹤0.01%
+2,129
383
$15.1K ﹤0.01%
709
384
$14.8K ﹤0.01%
364
385
$14.6K ﹤0.01%
+300
386
$14.5K ﹤0.01%
230
387
$14.4K ﹤0.01%
271
+3
388
$13.6K ﹤0.01%
1,223
-50
389
$13.5K ﹤0.01%
240
390
$13.3K ﹤0.01%
165
-125
391
$13.2K ﹤0.01%
300
392
$13.1K ﹤0.01%
77
393
$12.9K ﹤0.01%
450
394
$12.9K ﹤0.01%
150
395
$12.8K ﹤0.01%
228
396
$12.7K ﹤0.01%
+500
397
$12.7K ﹤0.01%
641
+101
398
$12.6K ﹤0.01%
80
399
$12K ﹤0.01%
289
400
$11.5K ﹤0.01%
125
14 15
16
17 18