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
$199M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$854K
3
+$766K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$476K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$470K

Top Sells

1
+$2.15M
2
+$1.44M
3
+$757K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$345K
5
MO icon
Altria Group
MO
+$214K

Sector Composition

1 Healthcare 2.36%
2 Consumer Discretionary 2.28%
3 Technology 2.11%
4 Energy 1.66%
5 Consumer Staples 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,099
77
– –
-3,027
78
– –
-5,998
79
– –
-2,510
80
– –
-27,190
1 2 3
4