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
476
$6.02K ﹤0.01%
+50
477
$5.97K ﹤0.01%
126
478
$5.78K ﹤0.01%
90
479
$5.52K ﹤0.01%
58
480
$5.52K ﹤0.01%
589
+585
481
$5.47K ﹤0.01%
72
482
$5.45K ﹤0.01%
156
+64
483
$5.35K ﹤0.01%
+85
484
$4.9K ﹤0.01%
+60
485
$4.89K ﹤0.01%
134
486
$4.8K ﹤0.01%
5
487
$4.73K ﹤0.01%
98
488
$4.7K ﹤0.01%
+107
489
$4.69K ﹤0.01%
120
+5
490
$4.68K ﹤0.01%
177
491
$4.54K ﹤0.01%
+58
492
$4.32K ﹤0.01%
37
493
$4.12K ﹤0.01%
20
494
$3.95K ﹤0.01%
126
495
$3.83K ﹤0.01%
60
496
$3.59K ﹤0.01%
529
497
$3.53K ﹤0.01%
406
+124
498
$3.52K ﹤0.01%
200
499
$3.32K ﹤0.01%
+216
500
$3.11K ﹤0.01%
102
18 19
20
21 22