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
$380M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$3.85M
3
+$3.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$891K

Top Sells

1
+$8.94M
2
+$8.44M
3
+$5.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.35M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$780K

Sector Composition

1 Technology 6.04%
2 Healthcare 4.63%
3 Consumer Discretionary 3.91%
4 Financials 3.02%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 0.47%
29,588
+160
27
$1.69M 0.45%
12,048
+570
28
$1.64M 0.43%
7,229
-54
29
$1.63M 0.43%
9,264
+1,118
30
$1.61M 0.42%
19,885
+800
31
$1.58M 0.42%
21,484
+2,841
32
$1.58M 0.42%
28,656
+3,325
33
$1.3M 0.34%
4,409
-30
34
$1.26M 0.33%
10,502
+2,610
35
$1.22M 0.32%
6,614
+775
36
$1.17M 0.31%
14,592
+942
37
$1.16M 0.31%
24,924
-499
38
$1.06M 0.28%
7,459
-628
39
$1.04M 0.27%
7,982
+2,698
40
$982K 0.26%
16,697
+1,940
41
$978K 0.26%
79,854
+8,400
42
$961K 0.25%
21,486
+1,917
43
$923K 0.24%
8,282
-550
44
$916K 0.24%
56,104
-7,948
45
$886K 0.23%
9,022
-535
46
$862K 0.23%
22,234
-17,443
47
$860K 0.23%
34,718
-10,000
48
$856K 0.23%
34,766
-7,393
49
$815K 0.21%
8,556
+1,990
50
$796K 0.21%
11,260
-320
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