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
$380M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$3.85M
3
+$3.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$891K

Top Sells

1
+$8.94M
2
+$8.44M
3
+$5.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.35M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$780K

Sector Composition

1 Technology 6.04%
2 Healthcare 4.63%
3 Consumer Discretionary 3.91%
4 Financials 3.02%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$507K 0.13%
22,188
-912
77
$499K 0.13%
5,438
+610
78
$485K 0.13%
2,692
-90
79
$471K 0.12%
4,132
-400
80
$456K 0.12%
2,080
+325
81
$454K 0.12%
11,456
-15,407
82
$450K 0.12%
3,803
-547
83
$448K 0.12%
3,096
+215
84
$447K 0.12%
2,999
85
$447K 0.12%
3,972
86
$437K 0.12%
1,663
-175
87
$415K 0.11%
6,732
+600
88
$413K 0.11%
8,071
+545
89
$401K 0.11%
16,883
-1,125
90
$400K 0.11%
2,310
-1,050
91
$400K 0.11%
4,487
-660
92
$395K 0.1%
1,089
-10
93
$392K 0.1%
2,309
-310
94
$390K 0.1%
21,445
95
$376K 0.1%
11,033
+1,003
96
$374K 0.1%
2,955
+400
97
$372K 0.1%
2,889
98
$361K 0.1%
1,222
99
$358K 0.09%
6,320
-180
100
$356K 0.09%
11,290
-990
2 3
4
5 6