EWM

Evermay Wealth Management Portfolio holdings

AUM $874M
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$761M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
612
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$53.6M
3
+$3.29M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$2.5M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.58M

Top Sells

1
+$3.16M
2
+$2.04M
3
+$1.79M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.66M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.48M

Sector Composition

1 Technology 4.56%
2 Financials 4.19%
3 Consumer Discretionary 3.01%
4 Healthcare 2.34%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.13%
10,666
77
$1.02M 0.13%
8,360
-60
78
$1.01M 0.13%
17,131
-53,673
79
$964K 0.13%
33,805
-518
80
$948K 0.12%
1,729
+450
81
$936K 0.12%
16,360
-2,049
82
$897K 0.12%
9,620
+1,840
83
$892K 0.12%
3,441
+1,884
84
$887K 0.12%
14,372
-1,761
85
$873K 0.11%
5,058
-14
86
$869K 0.11%
3,670
-800
87
$862K 0.11%
24,073
88
$847K 0.11%
2,763
-187
89
$840K 0.11%
24,614
-25
90
$811K 0.11%
4,754
+16
91
$810K 0.11%
2,599
-51
92
$802K 0.11%
46,904
-3,251
93
$773K 0.1%
2,345
-83
94
$766K 0.1%
5,479
+200
95
$744K 0.1%
4,449
+24
96
$733K 0.1%
2,913
-22
97
$695K 0.09%
2,591
-20
98
$691K 0.09%
2,899
-516
99
$672K 0.09%
3,609
-355
100
$660K 0.09%
2,239
-317
2 3
4
5 6