EWM

Evermay Wealth Management Portfolio holdings

AUM $874M
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$761M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
612
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$53.6M
3
+$3.29M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$2.5M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.58M

Top Sells

1
+$3.16M
2
+$2.04M
3
+$1.79M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.66M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.48M

Sector Composition

1 Technology 4.56%
2 Financials 4.19%
3 Consumer Discretionary 3.01%
4 Healthcare 2.34%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.19%
7,041
-441
52
$1.44M 0.19%
10,899
+5
53
$1.44M 0.19%
15,965
-484
54
$1.44M 0.19%
8,301
-139
55
$1.43M 0.19%
3,001
56
$1.43M 0.19%
11,699
-220
57
$1.42M 0.19%
9,048
-496
58
$1.41M 0.18%
57,855
-36,441
59
$1.39M 0.18%
8,131
+929
60
$1.37M 0.18%
8,205
-251
61
$1.35M 0.18%
37,895
+8,235
62
$1.32M 0.17%
11,065
-300
63
$1.3M 0.17%
65,533
-2,000
64
$1.28M 0.17%
2,742
65
$1.26M 0.17%
2,413
+29
66
$1.21M 0.16%
2,371
+400
67
$1.21M 0.16%
3,249
+22
68
$1.18M 0.16%
12,826
-150
69
$1.16M 0.15%
53,964
-1,658
70
$1.15M 0.15%
21,239
-16
71
$1.07M 0.14%
6,868
72
$1.07M 0.14%
3,983
-58
73
$1.06M 0.14%
6,405
-1,287
74
$1.06M 0.14%
4,549
-116
75
$1.06M 0.14%
34,125
-1,691
1 2
3
4 5