EWM

Evermay Wealth Management Portfolio holdings

AUM $874M
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$761M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
612
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$53.6M
3
+$3.29M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$2.5M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.58M

Top Sells

1
+$3.16M
2
+$2.04M
3
+$1.79M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.66M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.48M

Sector Composition

1 Technology 4.56%
2 Financials 4.19%
3 Consumer Discretionary 3.01%
4 Healthcare 2.34%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$23.5K ﹤0.01%
403
377
$23.1K ﹤0.01%
160
-187
378
$22.6K ﹤0.01%
249
+6
379
$22.3K ﹤0.01%
275
380
$22K ﹤0.01%
108
381
$21.7K ﹤0.01%
1,109
382
$21.6K ﹤0.01%
514
+500
383
$21.4K ﹤0.01%
400
384
$20.9K ﹤0.01%
215
385
$20.9K ﹤0.01%
77
386
$20.4K ﹤0.01%
170
387
$20.1K ﹤0.01%
330
388
$20K ﹤0.01%
200
389
$19.7K ﹤0.01%
+778
390
$19.3K ﹤0.01%
188
391
$19.2K ﹤0.01%
125
392
$18.8K ﹤0.01%
206
393
$18.5K ﹤0.01%
80
394
$18.4K ﹤0.01%
139
395
$18.2K ﹤0.01%
165
396
$18K ﹤0.01%
205
397
$18K ﹤0.01%
51
398
$17.8K ﹤0.01%
500
399
$17.6K ﹤0.01%
250
400
$17.6K ﹤0.01%
448
14 15
16
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