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
$503M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.77M
3
+$1.69M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$897K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$825K

Top Sells

1
+$4.29M
2
+$484K
3
+$422K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$330K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$164K

Sector Composition

1 Financials 4.89%
2 Technology 4.39%
3 Healthcare 3.62%
4 Consumer Discretionary 2.82%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$651K 0.13%
2,288
-4
77
$623K 0.12%
5,813
+460
78
$621K 0.12%
4,574
-156
79
$595K 0.12%
6,269
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80
$582K 0.12%
2,799
81
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4,196
-65
82
$513K 0.1%
+25,154
83
$507K 0.1%
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84
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26,620
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$500K 0.1%
8,856
+65
86
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2,320
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87
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3,461
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88
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2,966
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3,402
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90
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91
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94
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3,605
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95
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20,497
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96
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2,350
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97
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2,129
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98
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2,002
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99
$430K 0.09%
9,666
+2,403
100
$426K 0.08%
4,399
2 3
4
5 6