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
526
$1.29K ﹤0.01%
+48
527
$1.23K ﹤0.01%
2
528
$1.16K ﹤0.01%
17
529
$1.16K ﹤0.01%
5
530
$1.16K ﹤0.01%
40
531
$1.14K ﹤0.01%
+12
532
$1.06K ﹤0.01%
48
533
$1.03K ﹤0.01%
137
534
$997 ﹤0.01%
+11
535
$914 ﹤0.01%
+233
536
$822 ﹤0.01%
12
537
$715 ﹤0.01%
+48
538
$712 ﹤0.01%
+205
539
$685 ﹤0.01%
5
540
$654 ﹤0.01%
113
541
$623 ﹤0.01%
3
542
$555 ﹤0.01%
15
543
$542 ﹤0.01%
+40
544
$494 ﹤0.01%
+5
545
$480 ﹤0.01%
10
-100
546
$478 ﹤0.01%
10
547
$437 ﹤0.01%
16
548
$431 ﹤0.01%
8
549
$430 ﹤0.01%
+18
550
$358 ﹤0.01%
71
20 21
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