EWM
Evermay Wealth Management Portfolio holdings
AUM
$812M
This Quarter Return
+7.02%
1 Year Return
+12.89%
3 Year Return
+53.09%
5 Year Return
+88.49%
10 Year Return
+180.95%
AUM
$407M
AUM Growth
+$407M
(+11%)
Cap. Flow
+$15.1M
Cap. Flow
% of AUM
3.72%
Top 10 Holdings %
Top 10 Hldgs %
70.31%
Holding
170
New
21
Increased
67
Reduced
45
Closed
10
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$4.18M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$1.73M |
| 3 |
Apple
AAPL
|
$714K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$536K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$508K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$662K |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$449K |
| 3 |
SASR
Sandy Spring Bancorp Inc
SASR
|
$360K |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
$330K |
| 5 |
Chubb
CB
|
$315K |
Sector Composition
| 1 | Technology | 4.67% |
| 2 | Financials | 4.45% |
| 3 | Healthcare | 3.99% |
| 4 | Consumer Discretionary | 3.11% |
| 5 | Industrials | 2.87% |
