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
$367M
AUM Growth
+$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.06M
3
+$677K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$525K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$463K

Top Sells

1
+$1.22M
2
+$393K
3
+$293K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$255K
5
YUMC icon
Yum China
YUMC
+$241K

Sector Composition

1 Financials 4.12%
2 Technology 4.1%
3 Healthcare 3.87%
4 Consumer Discretionary 3.07%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$514K 0.14%
9,757
+1,546
77
$509K 0.14%
3,972
78
$498K 0.14%
2,076
+13
79
$488K 0.13%
6,042
80
$481K 0.13%
8,694
-375
81
$472K 0.13%
3,941
-575
82
$467K 0.13%
8,436
+800
83
$458K 0.12%
2,839
-128
84
$450K 0.12%
5,549
-810
85
$449K 0.12%
1,274
86
$448K 0.12%
10,044
87
$448K 0.12%
8,030
+1,200
88
$442K 0.12%
3,875
-395
89
$432K 0.12%
3,978
90
$422K 0.12%
1,529
-15
91
$417K 0.11%
1,918
+244
92
$413K 0.11%
3,008
-281
93
$401K 0.11%
2,045
-115
94
$400K 0.11%
1,387
-10
95
$394K 0.11%
2,035
-65
96
$393K 0.11%
3,115
-500
97
$390K 0.11%
2,786
-164
98
$382K 0.1%
6,655
-1,196
99
$361K 0.1%
+6,444
100
$359K 0.1%
2,889
2 3
4
5 6