EWM

Evermay Wealth Management Portfolio holdings

AUM $812M
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$854K
3
+$766K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$476K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$470K

Top Sells

1
+$2.15M
2
+$1.44M
3
+$757K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$345K
5
MO icon
Altria Group
MO
+$214K

Sector Composition

1 Healthcare 2.36%
2 Consumer Discretionary 2.28%
3 Technology 2.11%
4 Energy 1.66%
5 Consumer Staples 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$310K 0.16%
3,457
-100
52
$310K 0.16%
10,103
-2,705
53
$309K 0.16%
4,364
54
$298K 0.15%
3,818
-25
55
$294K 0.15%
7,860
-80
56
$291K 0.15%
3,228
+111
57
$288K 0.15%
5,322
-460
58
$288K 0.15%
13,467
59
$286K 0.14%
11,400
60
$273K 0.14%
3,391
+801
61
$259K 0.13%
3,464
62
$258K 0.13%
6,820
63
$251K 0.13%
8,303
+150
64
$244K 0.12%
9,240
65
$243K 0.12%
3,251
-400
66
$240K 0.12%
2,293
-100
67
$236K 0.12%
6,060
-200
68
$229K 0.12%
2,227
+76
69
$229K 0.12%
3,851
+202
70
$222K 0.11%
2,779
71
$211K 0.11%
4,997
72
$205K 0.1%
+6,500
73
$203K 0.1%
1,612
74
$203K 0.1%
4,679
75
$129K 0.07%
10,000
1 2
3
4