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
501
$3.08K ﹤0.01%
+17
502
$2.99K ﹤0.01%
200
503
$2.98K ﹤0.01%
66
504
$2.97K ﹤0.01%
+85
505
$2.87K ﹤0.01%
25
-1
506
$2.84K ﹤0.01%
+105
507
$2.8K ﹤0.01%
62
508
$2.65K ﹤0.01%
40
509
$2.65K ﹤0.01%
4
510
$2.6K ﹤0.01%
300
511
$2.29K ﹤0.01%
110
512
$2.19K ﹤0.01%
75
513
$2.18K ﹤0.01%
160
-31
514
$2.17K ﹤0.01%
50
515
$1.98K ﹤0.01%
10
516
$1.9K ﹤0.01%
15
517
$1.84K ﹤0.01%
24
518
$1.8K ﹤0.01%
80
519
$1.76K ﹤0.01%
21
520
$1.75K ﹤0.01%
63
521
$1.61K ﹤0.01%
+14
522
$1.6K ﹤0.01%
20
523
$1.53K ﹤0.01%
20
524
$1.41K ﹤0.01%
8
525
$1.29K ﹤0.01%
15
19 20
21
22 23