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
551
$348 ﹤0.01%
6
552
$345 ﹤0.01%
5
553
$319 ﹤0.01%
+12
554
$312 ﹤0.01%
15
555
$289 ﹤0.01%
+91
556
$276 ﹤0.01%
126
557
$264 ﹤0.01%
50
558
$243 ﹤0.01%
+6
559
$235 ﹤0.01%
40
560
$231 ﹤0.01%
3
561
$222 ﹤0.01%
13
562
$220 ﹤0.01%
100
563
$219 ﹤0.01%
+325
564
$211 ﹤0.01%
+20
565
$173 ﹤0.01%
9
566
$169 ﹤0.01%
2
567
$122 ﹤0.01%
8
568
$100 ﹤0.01%
1
569
$58 ﹤0.01%
5
-10
570
$57 ﹤0.01%
9
571
$54 ﹤0.01%
9
572
$52 ﹤0.01%
38
573
$49 ﹤0.01%
3
574
$37 ﹤0.01%
6
575
$35 ﹤0.01%
2
21 22
23
24 25