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
$503M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.77M
3
+$1.69M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$897K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$825K

Top Sells

1
+$4.29M
2
+$484K
3
+$422K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$330K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$164K

Sector Composition

1 Financials 4.89%
2 Technology 4.39%
3 Healthcare 3.62%
4 Consumer Discretionary 2.82%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 0.45%
13,752
+317
27
$2.25M 0.45%
13,754
-137
28
$2.15M 0.43%
58,904
+13,667
29
$2.14M 0.43%
43,137
+6,162
30
$2.1M 0.42%
26,843
-834
31
$1.99M 0.4%
11,220
+188
32
$1.84M 0.37%
8,624
-25
33
$1.71M 0.34%
3,379
+174
34
$1.63M 0.32%
13,224
+123
35
$1.63M 0.32%
7,075
-2
36
$1.56M 0.31%
9,133
-279
37
$1.42M 0.28%
8,710
-110
38
$1.39M 0.28%
15,962
39
$1.33M 0.26%
7,566
+332
40
$1.31M 0.26%
29,905
+417
41
$1.27M 0.25%
29,611
-7,669
42
$1.26M 0.25%
80,759
+3,861
43
$1.25M 0.25%
2,655
+214
44
$1.24M 0.25%
9,224
-279
45
$1.23M 0.25%
87,690
-1,536
46
$1.19M 0.24%
12,744
+10
47
$1.18M 0.23%
5,634
+85
48
$1.15M 0.23%
3,553
+16
49
$1.12M 0.22%
18,480
50
$1.07M 0.21%
15,118
+170
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2
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