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
$596M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.8M
3
+$4.83M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.98M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.07M

Top Sells

1
+$1.83M
2
+$1.21M
3
+$966K
4
AAPL icon
Apple
AAPL
+$761K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$673K

Sector Composition

1 Technology 5.15%
2 Financials 3.76%
3 Healthcare 3.38%
4 Consumer Discretionary 3.12%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 0.46%
13,480
-1,600
27
$2.7M 0.45%
9,012
-181
28
$2.65M 0.44%
15,963
+12,889
29
$2.63M 0.44%
+17,792
30
$2.5M 0.42%
11,282
-540
31
$2.43M 0.41%
52,747
+41,870
32
$2.43M 0.41%
28,677
+510
33
$2.17M 0.36%
12,957
-319
34
$2.03M 0.34%
20,261
-43
35
$1.92M 0.32%
+17,964
36
$1.91M 0.32%
6,874
+5,071
37
$1.86M 0.31%
37,153
+23,093
38
$1.75M 0.29%
7,073
39
$1.67M 0.28%
5,865
-1,510
40
$1.67M 0.28%
91,038
+87,322
41
$1.63M 0.27%
9,178
-272
42
$1.59M 0.27%
7,005
-145
43
$1.55M 0.26%
3,037
+196
44
$1.54M 0.26%
13,811
-3,210
45
$1.53M 0.26%
29,508
-11,785
46
$1.52M 0.25%
69,638
+5,725
47
$1.51M 0.25%
9,298
+309
48
$1.39M 0.23%
2,408
-5
49
$1.34M 0.22%
+18,480
50
$1.33M 0.22%
29,581
-2,288
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