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
426
$9.11K ﹤0.01%
100
427
$9.08K ﹤0.01%
29
428
$8.98K ﹤0.01%
137
-12
429
$8.95K ﹤0.01%
1,110
430
$8.66K ﹤0.01%
+1,000
431
$8.61K ﹤0.01%
300
432
$8.32K ﹤0.01%
160
433
$8.25K ﹤0.01%
585
434
$7.96K ﹤0.01%
125
435
$7.94K ﹤0.01%
+50
436
$7.78K ﹤0.01%
60
437
$7.69K ﹤0.01%
195
438
$7.58K ﹤0.01%
85
439
$7.47K ﹤0.01%
170
440
$7.37K ﹤0.01%
264
-11
441
$7.17K ﹤0.01%
400
442
$7.02K ﹤0.01%
198
443
$6.61K ﹤0.01%
+500
444
$6.56K ﹤0.01%
50
-58
445
$6.17K ﹤0.01%
384
+4
446
$6.05K ﹤0.01%
400
447
$6.04K ﹤0.01%
619
+10
448
$5.79K ﹤0.01%
+277
449
$5.74K ﹤0.01%
494
+167
450
$5.69K ﹤0.01%
54
16 17
18
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