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
401
$12K ﹤0.01%
+130
402
$12K ﹤0.01%
153
403
$12K ﹤0.01%
65
+64
404
$12K ﹤0.01%
450
405
$12K ﹤0.01%
1,266
406
$12K ﹤0.01%
140
407
$12K ﹤0.01%
22
-13
408
$11K ﹤0.01%
160
409
$11K ﹤0.01%
69
410
$11K ﹤0.01%
20
411
$11K ﹤0.01%
282
-2,112
412
$11K ﹤0.01%
+130
413
$11K ﹤0.01%
198
414
$11K ﹤0.01%
240
415
$11K ﹤0.01%
80
416
$11K ﹤0.01%
+200
417
$11K ﹤0.01%
170
-110
418
$10K ﹤0.01%
+160
419
$10K ﹤0.01%
300
420
$10K ﹤0.01%
+31
421
$10K ﹤0.01%
195
-300
422
$10K ﹤0.01%
295
+11
423
$9K ﹤0.01%
45
-10
424
$9K ﹤0.01%
207
425
$9K ﹤0.01%
100
15 16
17
18 19