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
$367M
AUM Growth
+$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.06M
3
+$677K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$525K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$463K

Top Sells

1
+$1.22M
2
+$393K
3
+$293K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$255K
5
YUMC icon
Yum China
YUMC
+$241K

Sector Composition

1 Financials 4.12%
2 Technology 4.1%
3 Healthcare 3.87%
4 Consumer Discretionary 3.07%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.43%
38,380
-3,453
27
$1.55M 0.42%
7,472
+1,129
28
$1.55M 0.42%
19,335
+341
29
$1.52M 0.41%
29,517
+434
30
$1.48M 0.4%
25,404
-420
31
$1.41M 0.38%
50,583
+832
32
$1.39M 0.38%
7,727
-350
33
$1.39M 0.38%
16,243
+591
34
$1.38M 0.38%
10,695
-1,017
35
$1.31M 0.36%
7,368
-585
36
$1.25M 0.34%
20,741
+2,921
37
$1.18M 0.32%
5,512
+586
38
$1.17M 0.32%
12,154
+123
39
$1.15M 0.31%
23,182
+1,015
40
$1.13M 0.31%
54,897
+1,587
41
$1.1M 0.3%
13,574
-100
42
$1.09M 0.3%
12,733
+528
43
$1.03M 0.28%
22,820
+865
44
$938K 0.26%
7,541
+64
45
$906K 0.25%
6,274
+292
46
$890K 0.24%
8,726
-652
47
$879K 0.24%
74,286
+900
48
$842K 0.23%
11,116
-1,738
49
$837K 0.23%
6,424
+1,145
50
$785K 0.21%
19,510
+3,251
1
2
3 4 5