EWM
Evermay Wealth Management Portfolio holdings
AUM
$812M
1-Year Return
12.89%
This Quarter Return
-4.43%
1 Year Return
+12.89%
3 Year Return
+53.09%
5 Year Return
+88.49%
10 Year Return
+180.95%
AUM
$596M
AUM Growth
+$36.7M
(+6.6%)
Cap. Flow
+$63.3M
Cap. Flow
% of AUM
10.62%
Top 10 Holdings %
Top 10 Hldgs %
63.19%
Holding
582
New
54
Increased
122
Reduced
138
Closed
41
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$13.8M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$11.8M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.83M |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$3.98M |
| 5 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$3.07M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$1.83M |
| 2 |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
|
+$1.21M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$966K |
| 4 |
Apple
AAPL
|
+$761K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$673K |
Sector Composition
| 1 | Technology | 5.15% |
| 2 | Financials | 3.76% |
| 3 | Healthcare | 3.38% |
| 4 | Consumer Discretionary | 3.12% |
| 5 | Industrials | 2.19% |
