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
$199M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$854K
3
+$766K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$476K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$470K

Top Sells

1
+$2.15M
2
+$1.44M
3
+$757K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$345K
5
MO icon
Altria Group
MO
+$214K

Sector Composition

1 Healthcare 2.36%
2 Consumer Discretionary 2.28%
3 Technology 2.11%
4 Energy 1.66%
5 Consumer Staples 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$648K 0.33%
53,682
+2
27
$633K 0.32%
20,700
28
$628K 0.32%
4,345
-537
29
$620K 0.31%
43,088
-8
30
$558K 0.28%
8,031
-2,637
31
$556K 0.28%
4,707
32
$554K 0.28%
4,690
-195
33
$520K 0.26%
5,358
34
$510K 0.26%
4,419
-583
35
$480K 0.24%
12,729
36
$466K 0.23%
14,060
-1,930
37
$445K 0.22%
16,095
38
$441K 0.22%
7,459
-675
39
$431K 0.22%
6,826
40
$421K 0.21%
9,518
+209
41
$417K 0.21%
3,945
42
$399K 0.2%
9,920
-380
43
$361K 0.18%
1,279
44
$356K 0.18%
4,405
45
$355K 0.18%
5,564
46
$347K 0.17%
6,028
+415
47
$336K 0.17%
+4,997
48
$333K 0.17%
10,492
+106
49
$325K 0.16%
10,221
+300
50
$322K 0.16%
8,520
-296
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2
3 4