EWM

Evermay Wealth Management Portfolio holdings

AUM $874M
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$761M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
612
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$53.6M
3
+$3.29M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$2.5M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.58M

Top Sells

1
+$3.16M
2
+$2.04M
3
+$1.79M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.66M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.48M

Sector Composition

1 Technology 4.56%
2 Financials 4.19%
3 Consumer Discretionary 3.01%
4 Healthcare 2.34%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 0.46%
9,887
-60
27
$3.36M 0.44%
107,454
+13,993
28
$3.27M 0.43%
16,375
-244
29
$3.24M 0.43%
3,925
-88
30
$2.93M 0.39%
15,580
-57
31
$2.8M 0.37%
4,854
-30
32
$2.77M 0.36%
7,459
33
$2.67M 0.35%
64,392
-7,107
34
$2.62M 0.34%
83,996
+80,224
35
$2.6M 0.34%
31,849
-21,955
36
$2.56M 0.34%
6,976
-38
37
$2.43M 0.32%
47,890
+103
38
$2.36M 0.31%
10,652
+385
39
$2.25M 0.3%
20,779
+10
40
$2.12M 0.28%
10,318
-389
41
$2.11M 0.28%
12,242
-20
42
$2.05M 0.27%
16,495
-485
43
$1.82M 0.24%
39,500
-1,927
44
$1.78M 0.23%
5,692
-116
45
$1.73M 0.23%
1,828
-36
46
$1.65M 0.22%
20,080
47
$1.64M 0.22%
23,197
-780
48
$1.63M 0.21%
35,995
-297
49
$1.52M 0.2%
4,220
-50
50
$1.52M 0.2%
10,130
-70
1
2
3 4 5