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
$596M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.8M
3
+$4.83M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.98M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.07M

Top Sells

1
+$1.83M
2
+$1.21M
3
+$966K
4
AAPL icon
Apple
AAPL
+$761K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$673K

Sector Composition

1 Technology 5.15%
2 Financials 3.76%
3 Healthcare 3.38%
4 Consumer Discretionary 3.12%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.21%
15,437
-1,252
52
$1.25M 0.21%
3,259
+3,064
53
$1.25M 0.21%
22,401
-2,339
54
$1.16M 0.2%
9,810
+7,155
55
$1.16M 0.19%
7,598
-365
56
$1.15M 0.19%
5,150
-30
57
$1.13M 0.19%
+66,262
58
$1.11M 0.19%
13,123
-300
59
$1.06M 0.18%
7,600
-40
60
$1.05M 0.18%
14,382
+73
61
$1.05M 0.18%
58,911
+9
62
$1.04M 0.17%
4,181
+4,099
63
$1.03M 0.17%
20,783
-5,076
64
$1.01M 0.17%
4,718
+50
65
$965K 0.16%
8,804
+8,677
66
$926K 0.16%
2,745
-21
67
$925K 0.16%
+2,742
68
$916K 0.15%
14,550
+1,830
69
$900K 0.15%
14,662
+5,378
70
$890K 0.15%
3,107
-368
71
$862K 0.14%
4,611
+120
72
$847K 0.14%
3,387
+1,025
73
$839K 0.14%
3,070
+3
74
$819K 0.14%
5,399
-795
75
$816K 0.14%
2,282
+1,060
1 2
3
4 5