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 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
426
$12.2K ﹤0.01%
709
427
$12.1K ﹤0.01%
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428
$12K ﹤0.01%
450
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$11.9K ﹤0.01%
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35
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$11.4K ﹤0.01%
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$11.4K ﹤0.01%
400
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$11K ﹤0.01%
60
436
$10.9K ﹤0.01%
600
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$10.9K ﹤0.01%
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$10.6K ﹤0.01%
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$10.6K ﹤0.01%
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$10.5K ﹤0.01%
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$10.5K ﹤0.01%
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$10.3K ﹤0.01%
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$10.3K ﹤0.01%
+327
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$10.1K ﹤0.01%
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$9.91K ﹤0.01%
700
448
$9.69K ﹤0.01%
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$9.37K ﹤0.01%
159
450
$9.18K ﹤0.01%
120