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
$367M
AUM Growth
+$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.06M
3
+$677K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$525K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$463K

Top Sells

1
+$1.22M
2
+$393K
3
+$293K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$255K
5
YUMC icon
Yum China
YUMC
+$241K

Sector Composition

1 Financials 4.12%
2 Technology 4.1%
3 Healthcare 3.87%
4 Consumer Discretionary 3.07%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$347K 0.09%
2,790
102
$344K 0.09%
5,845
-3,475
103
$341K 0.09%
3,053
-27
104
$330K 0.09%
4,800
-50
105
$328K 0.09%
+3,141
106
$325K 0.09%
6,509
+100
107
$325K 0.09%
1,466
108
$320K 0.09%
1,618
109
$320K 0.09%
1,099
+230
110
$319K 0.09%
+3,812
111
$316K 0.09%
2,540
112
$315K 0.09%
1,949
-89
113
$314K 0.09%
6,227
-310
114
$307K 0.08%
260
-18
115
$307K 0.08%
3,090
-565
116
$303K 0.08%
13,122
-3,240
117
$301K 0.08%
2,266
118
$295K 0.08%
5,490
+448
119
$293K 0.08%
5,317
+1,150
120
$291K 0.08%
2,724
+100
121
$283K 0.08%
1,771
122
$283K 0.08%
11,170
123
$283K 0.08%
4,264
124
$282K 0.08%
1,656
-64
125
$274K 0.07%
4,950
3 4
5
6 7