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
476
$3.47K ﹤0.01%
400
477
$3.41K ﹤0.01%
+201
478
$3.2K ﹤0.01%
160
479
$3.02K ﹤0.01%
10
-15
480
$3.02K ﹤0.01%
+5
481
$2.94K ﹤0.01%
+350
482
$2.8K ﹤0.01%
50
483
$2.77K ﹤0.01%
600
484
$2.62K ﹤0.01%
58
485
$2.53K ﹤0.01%
50
486
$2.48K ﹤0.01%
+50
487
$2.4K ﹤0.01%
168
488
$2.39K ﹤0.01%
72
489
$2.3K ﹤0.01%
65
490
$2.26K ﹤0.01%
26
491
$2.25K ﹤0.01%
15
492
$2.15K ﹤0.01%
15
493
$2.06K ﹤0.01%
+1,000
494
$1.89K ﹤0.01%
48
495
$1.85K ﹤0.01%
50
496
$1.84K ﹤0.01%
182
497
$1.76K ﹤0.01%
36
-40
498
$1.76K ﹤0.01%
40
499
$1.63K ﹤0.01%
22
500
$1.52K ﹤0.01%
+25
18 19
20
21 22