EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.12%
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
+$4.09M
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
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$368K
5
IVV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
+15
477
$2K ﹤0.01%
168
478
$2K ﹤0.01%
60
479
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26
480
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+23
481
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+40
482
$2K ﹤0.01%
90
483
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182
484
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+50
485
$1K ﹤0.01%
38
486
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24
+6
487
$1K ﹤0.01%
100
488
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35
489
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490
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40
491
$1K ﹤0.01%
5
492
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420
493
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494
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495
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9
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496
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497
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+7
498
$1K ﹤0.01%
+50
499
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100
500
$1K ﹤0.01%
+30
18 19
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