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
401
$11.5K ﹤0.01%
244
402
$11.5K ﹤0.01%
100
403
$11.4K ﹤0.01%
200
404
$11.4K ﹤0.01%
200
405
$11.3K ﹤0.01%
186
406
$11.3K ﹤0.01%
69
407
$10.8K ﹤0.01%
1,266
408
$10.6K ﹤0.01%
140
409
$10.6K ﹤0.01%
333
-42
410
$10.5K ﹤0.01%
130
411
$10.2K ﹤0.01%
120
-123
412
$10.1K ﹤0.01%
180
-74
413
$9.98K ﹤0.01%
57
-50
414
$9.91K ﹤0.01%
300
415
$9.9K ﹤0.01%
450
416
$9.89K ﹤0.01%
+201
417
$9.78K ﹤0.01%
+400
418
$9.61K ﹤0.01%
165
419
$9.53K ﹤0.01%
100
420
$9.46K ﹤0.01%
126
421
$9.43K ﹤0.01%
488
-114
422
$9.37K ﹤0.01%
114
423
$9.33K ﹤0.01%
130
424
$9.24K ﹤0.01%
80
425
$9.19K ﹤0.01%
+308
15 16
17
18 19