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
$491M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$741K
3
+$658K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$627K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$483K

Top Sells

1
+$19.8M
2
+$13.6M
3
+$7.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$855K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$798K

Sector Composition

1 Financials 5.83%
2 Technology 4.44%
3 Healthcare 4.05%
4 Consumer Discretionary 2.86%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$670K 0.14%
10,666
77
$655K 0.13%
9,277
+8,877
78
$647K 0.13%
3,224
-175
79
$636K 0.13%
2,469
+149
80
$636K 0.13%
2,966
81
$615K 0.13%
1,768
-520
82
$614K 0.12%
4,153
-43
83
$595K 0.12%
27,198
+3,210
84
$585K 0.12%
2,227
+225
85
$577K 0.12%
2,772
-27
86
$568K 0.12%
22,932
-390
87
$558K 0.11%
27,570
+950
88
$554K 0.11%
11,792
-10,173
89
$552K 0.11%
3,076
-326
90
$533K 0.11%
3,356
-105
91
$532K 0.11%
8,371
-485
92
$530K 0.11%
6,660
93
$530K 0.11%
4,403
-171
94
$526K 0.11%
15,046
+2,574
95
$526K 0.11%
1,480
96
$516K 0.11%
2,079
-50
97
$512K 0.1%
6,802
-102,249
98
$504K 0.1%
2,056
99
$491K 0.1%
3,295
+315
100
$489K 0.1%
5,488
-220
2 3
4
5 6