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
$491M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$741K
3
+$658K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$627K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$483K

Top Sells

1
+$19.8M
2
+$13.6M
3
+$7.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$855K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$798K

Sector Composition

1 Financials 5.83%
2 Technology 4.44%
3 Healthcare 4.05%
4 Consumer Discretionary 2.86%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 0.49%
13,737
-15
27
$2.33M 0.48%
12,717
+3,584
28
$2.33M 0.47%
11,191
-29
29
$2.28M 0.46%
27,262
+419
30
$2.1M 0.43%
53,764
-5,140
31
$1.86M 0.38%
7,040
-35
32
$1.79M 0.36%
8,383
-241
33
$1.77M 0.36%
3,341
-38
34
$1.73M 0.35%
12,354
-870
35
$1.73M 0.35%
15,528
-434
36
$1.57M 0.32%
8,860
+150
37
$1.53M 0.31%
7,542
-24
38
$1.48M 0.3%
29,827
-13,310
39
$1.46M 0.3%
39,481
+13,061
40
$1.45M 0.29%
28,235
-1,670
41
$1.44M 0.29%
13,942
+1,198
42
$1.39M 0.28%
8,584
-640
43
$1.37M 0.28%
3,733
+180
44
$1.28M 0.26%
27,484
-2,127
45
$1.26M 0.26%
9,805
46
$1.23M 0.25%
2,689
+34
47
$1.22M 0.25%
4,944
-690
48
$1.2M 0.24%
74,644
-13,046
49
$1.14M 0.23%
2,098
-97
50
$1.11M 0.23%
7,343
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