EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
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
+$733K
3
+$664K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$617K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$489K

Top Sells

1
+$19.7M
2
+$13.5M
3
+$7.67M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$862K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$797K

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
601
– –
-1,600
602
– –
-46
603
– –
-3,400
604
– –
-385
605
– –
-50
606
– –
-22
607
– –
-3,550
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