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EWM
Evermay Wealth Management Portfolio holdings
AUM
$902M
1-Year Est. Return
14.76%
This Fund
S&P 500
1 Year Est. Return
+14.76%
AUM
$503M
AUM Growth
-$12.3M
(-2.4%)
Holding
579
Top Buys
| 1 | +$4.09M | |
| 2 | +$1.92M | |
| 3 | +$1.87M | |
| 4 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
+$901K |
| 5 |
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
|
+$836K |
Top Sells
| 1 | +$4.31M | |
| 2 | +$494K | |
| 3 | +$479K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$368K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$183K |
Sector Composition
| 1 | Financials | 4.89% |
| 2 | Technology | 4.39% |
| 3 | Healthcare | 3.62% |
| 4 | Consumer Discretionary | 2.82% |
| 5 | Industrials | 2.26% |