EWM
Evermay Wealth Management Portfolio holdings
AUM
$812M
1-Year Return
12.89%
This Quarter Return
+0.75%
1 Year Return
+12.89%
3 Year Return
+53.09%
5 Year Return
+88.49%
10 Year Return
+180.95%
AUM
$660M
AUM Growth
+$38M
(+6.1%)
Cap. Flow
+$34.8M
Cap. Flow
% of AUM
5.27%
Top 10 Holdings %
Top 10 Hldgs %
56.95%
Holding
617
New
28
Increased
62
Reduced
175
Closed
43
Top Buys
Top Sells
| 1 |
iShares Global Consumer Staples ETF
KXI
|
$1.44M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.33M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$1.32M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.3M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.1M |
Sector Composition
| 1 | Technology | 5.95% |
| 2 | Financials | 4.79% |
| 3 | Consumer Discretionary | 3.18% |
| 4 | Healthcare | 2.7% |
| 5 | Industrials | 2.05% |
