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
451
$5.39K ﹤0.01%
143
+3
452
$5.28K ﹤0.01%
130
453
$5.26K ﹤0.01%
50
+25
454
$5.25K ﹤0.01%
264
455
$5.22K ﹤0.01%
353
-1,019
456
$5K ﹤0.01%
+894
457
$4.96K ﹤0.01%
160
458
$4.95K ﹤0.01%
200
459
$4.75K ﹤0.01%
501
-217
460
$4.75K ﹤0.01%
+228
461
$4.68K ﹤0.01%
+100
462
$4.65K ﹤0.01%
150
-91
463
$4.63K ﹤0.01%
98
464
$4.57K ﹤0.01%
300
465
$4.37K ﹤0.01%
+150
466
$4.29K ﹤0.01%
+156
467
$4.22K ﹤0.01%
87
468
$4.2K ﹤0.01%
65
469
$4.1K ﹤0.01%
28
470
$4.08K ﹤0.01%
120
471
$3.65K ﹤0.01%
120
472
$3.6K ﹤0.01%
195
473
$3.59K ﹤0.01%
200
474
$3.58K ﹤0.01%
547
475
$3.52K ﹤0.01%
58
17 18
19
20 21