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
$367M
AUM Growth
+$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.06M
3
+$677K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$525K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$463K

Top Sells

1
+$1.22M
2
+$393K
3
+$293K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$255K
5
YUMC icon
Yum China
YUMC
+$241K

Sector Composition

1 Financials 4.12%
2 Technology 4.1%
3 Healthcare 3.87%
4 Consumer Discretionary 3.07%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$782K 0.21%
20,870
-1,176
52
$765K 0.21%
5,147
-50
53
$754K 0.21%
6,376
+1,320
54
$753K 0.21%
5,414
+38
55
$735K 0.2%
25,725
56
$719K 0.2%
25,167
+64
57
$717K 0.2%
8,620
+500
58
$713K 0.19%
10,664
+1,341
59
$686K 0.19%
5,899
+69
60
$628K 0.17%
11,538
+2,975
61
$626K 0.17%
3,252
+1,148
62
$619K 0.17%
12,212
+2,950
63
$617K 0.17%
21,149
-755
64
$603K 0.16%
5,082
+31
65
$592K 0.16%
3,638
-60
66
$582K 0.16%
10,896
-407
67
$582K 0.16%
3,857
+19
68
$578K 0.16%
2,672
69
$554K 0.15%
6,837
+1,590
70
$552K 0.15%
9,060
+1,000
71
$548K 0.15%
1,462
-19
72
$541K 0.15%
5,946
-505
73
$530K 0.14%
4,671
74
$518K 0.14%
5,790
+1,061
75
$515K 0.14%
11,334
1 2
3
4 5