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
$596M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.8M
3
+$4.83M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.98M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.07M

Top Sells

1
+$1.83M
2
+$1.21M
3
+$966K
4
AAPL icon
Apple
AAPL
+$761K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$673K

Sector Composition

1 Technology 5.15%
2 Financials 3.76%
3 Healthcare 3.38%
4 Consumer Discretionary 3.12%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$802K 0.13%
4,561
+3,961
77
$790K 0.13%
1,767
-223
78
$773K 0.13%
3,397
+115
79
$771K 0.13%
5,618
+149
80
$759K 0.13%
1,608
-115
81
$745K 0.12%
8,769
-1,500
82
$719K 0.12%
38,002
+4,760
83
$707K 0.12%
4,378
+4,078
84
$700K 0.12%
1,425
-10
85
$686K 0.12%
5,353
86
$684K 0.11%
5,778
+1,971
87
$669K 0.11%
6,752
-4
88
$668K 0.11%
24,046
+23,315
89
$659K 0.11%
11,860
+863
90
$642K 0.11%
11,897
+11,724
91
$634K 0.11%
13,538
-4,255
92
$611K 0.1%
20,969
-214
93
$597K 0.1%
5,378
+175
94
$580K 0.1%
2,981
-165
95
$563K 0.09%
4,269
-720
96
$560K 0.09%
13,585
-680
97
$560K 0.09%
2,093
-90
98
$554K 0.09%
8,941
-1,000
99
$550K 0.09%
5,075
+4,383
100
$549K 0.09%
5,355
+5,158
2 3
4
5 6