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
451
$9.08K ﹤0.01%
34
-164
452
$9.01K ﹤0.01%
249
453
$8.92K ﹤0.01%
265
454
$8.75K ﹤0.01%
170
455
$8.73K ﹤0.01%
53
+3
456
$8.42K ﹤0.01%
70
457
$8.42K ﹤0.01%
125
458
$8.4K ﹤0.01%
20
459
$8.3K ﹤0.01%
+113
460
$8.28K ﹤0.01%
71
461
$8.23K ﹤0.01%
+1,249
462
$8.22K ﹤0.01%
240
463
$8.21K ﹤0.01%
149
464
$7.78K ﹤0.01%
98
-21
465
$7.75K ﹤0.01%
198
466
$7.73K ﹤0.01%
720
+713
467
$7.6K ﹤0.01%
110
-3
468
$7.33K ﹤0.01%
100
469
$7.06K ﹤0.01%
160
470
$6.9K ﹤0.01%
107
471
$6.49K ﹤0.01%
110
472
$6.46K ﹤0.01%
34
473
$6.39K ﹤0.01%
50
474
$6.29K ﹤0.01%
200
-350
475
$6.1K ﹤0.01%
250
-160
17 18
19
20 21