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
401
$17.3K ﹤0.01%
150
402
$16.8K ﹤0.01%
150
403
$16.5K ﹤0.01%
29
404
$16.5K ﹤0.01%
229
405
$16.2K ﹤0.01%
1,266
406
$15.6K ﹤0.01%
214
407
$15.5K ﹤0.01%
200
408
$15.2K ﹤0.01%
220
409
$15K ﹤0.01%
230
410
$14.5K ﹤0.01%
42
411
$14.1K ﹤0.01%
100
412
$14.1K ﹤0.01%
300
413
$13.8K ﹤0.01%
238
414
$13.5K ﹤0.01%
107
415
$13.4K ﹤0.01%
55
416
$13.3K ﹤0.01%
120
417
$13.3K ﹤0.01%
130
418
$13.1K ﹤0.01%
131
419
$13K ﹤0.01%
133
420
$13K ﹤0.01%
152
421
$12.9K ﹤0.01%
125
422
$12.8K ﹤0.01%
298
423
$12.8K ﹤0.01%
100
424
$12.3K ﹤0.01%
80
425
$12.2K ﹤0.01%
50
-45
15 16
17
18 19