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
501
$1.45K ﹤0.01%
1
502
$1.43K ﹤0.01%
24
503
$1.39K ﹤0.01%
5
504
$1.36K ﹤0.01%
23
505
$1.33K ﹤0.01%
+32
506
$1.29K ﹤0.01%
10
507
$1.11K ﹤0.01%
32
508
$1.1K ﹤0.01%
35
509
$1.05K ﹤0.01%
35
510
$1.04K ﹤0.01%
30
-30
511
$1.03K ﹤0.01%
100
512
$1.01K ﹤0.01%
30
513
$1K ﹤0.01%
100
514
$989 ﹤0.01%
20
515
$979 ﹤0.01%
420
516
$915 ﹤0.01%
40
517
$871 ﹤0.01%
+22
518
$860 ﹤0.01%
50
519
$846 ﹤0.01%
21
520
$807 ﹤0.01%
5
521
$607 ﹤0.01%
25
522
$570 ﹤0.01%
+50
523
$503 ﹤0.01%
16
524
$496 ﹤0.01%
12
525
$483 ﹤0.01%
150
19 20
21
22 23