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
$491M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$741K
3
+$658K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$627K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$483K

Top Sells

1
+$19.8M
2
+$13.6M
3
+$7.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$855K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$798K

Sector Composition

1 Financials 5.83%
2 Technology 4.44%
3 Healthcare 4.05%
4 Consumer Discretionary 2.86%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.22%
66,747
-14,012
52
$1.09M 0.22%
9,842
53
$1.07M 0.22%
12,910
-30
54
$1.02M 0.21%
14,118
-1,000
55
$1.01M 0.21%
3,267
-212
56
$992K 0.2%
2,935
-324
57
$985K 0.2%
20,683
-520
58
$971K 0.2%
4,533
59
$967K 0.2%
16,980
-1,500
60
$941K 0.19%
6,661
+3,056
61
$879K 0.18%
8,712
-4,145
62
$879K 0.18%
58,818
-636
63
$849K 0.17%
3,541
+147
64
$832K 0.17%
39,635
-3,605
65
$824K 0.17%
4,739
-352
66
$807K 0.16%
5,144
67
$788K 0.16%
43,573
-5,466
68
$782K 0.16%
2,930
+197
69
$764K 0.16%
2,742
70
$763K 0.16%
31,983
-2,474
71
$754K 0.15%
1,470
+14
72
$745K 0.15%
13,320
-2,190
73
$701K 0.14%
5,813
74
$686K 0.14%
7,735
-65
75
$678K 0.14%
6,269
1 2
3
4 5