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
$380M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$3.85M
3
+$3.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$891K

Top Sells

1
+$8.94M
2
+$8.44M
3
+$5.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.35M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$780K

Sector Composition

1 Technology 6.04%
2 Healthcare 4.63%
3 Consumer Discretionary 3.91%
4 Financials 3.02%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$794K 0.21%
20,370
-800
52
$758K 0.2%
2,466
+515
53
$749K 0.2%
4,430
+2,250
54
$748K 0.2%
8,545
-1,115
55
$743K 0.2%
2,450
56
$737K 0.19%
11,334
57
$737K 0.19%
4,707
+254
58
$716K 0.19%
47,209
-2,396
59
$713K 0.19%
11,578
-1,334
60
$709K 0.19%
12,050
-1,890
61
$693K 0.18%
8,584
+17
62
$680K 0.18%
5,886
+331
63
$666K 0.18%
1,529
64
$648K 0.17%
3,020
-232
65
$636K 0.17%
5,305
+2,650
66
$605K 0.16%
1,557
+53
67
$602K 0.16%
+15,069
68
$590K 0.16%
3,596
-300
69
$575K 0.15%
6,922
+880
70
$573K 0.15%
5,869
-325
71
$561K 0.15%
5,048
+755
72
$557K 0.15%
2,306
-100
73
$551K 0.15%
12,343
+1,630
74
$546K 0.14%
9,842
-2,875
75
$539K 0.14%
2,285
+250
1 2
3
4 5