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
451
$6K ﹤0.01%
250
452
$5K ﹤0.01%
60
453
$5K ﹤0.01%
174
454
$5K ﹤0.01%
120
455
$5K ﹤0.01%
200
456
$5K ﹤0.01%
300
457
$5K ﹤0.01%
60
458
$5K ﹤0.01%
25
459
$5K ﹤0.01%
+547
460
$5K ﹤0.01%
50
-1,300
461
$4K ﹤0.01%
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462
$4K ﹤0.01%
30
463
$4K ﹤0.01%
160
464
$4K ﹤0.01%
99
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465
$4K ﹤0.01%
104
466
$4K ﹤0.01%
65
467
$4K ﹤0.01%
27
+17
468
$4K ﹤0.01%
+87
469
$4K ﹤0.01%
120
470
$3K ﹤0.01%
+128
471
$3K ﹤0.01%
40
472
$3K ﹤0.01%
72
-1,080
473
$3K ﹤0.01%
60
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474
$3K ﹤0.01%
58
475
$3K ﹤0.01%
48
17 18
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