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
$380M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$3.85M
3
+$3.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$891K

Top Sells

1
+$8.94M
2
+$8.44M
3
+$5.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.35M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$780K

Sector Composition

1 Technology 6.04%
2 Healthcare 4.63%
3 Consumer Discretionary 3.91%
4 Financials 3.02%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$351K 0.09%
5,809
-300
102
$349K 0.09%
3,812
103
$348K 0.09%
2,540
104
$340K 0.09%
1,771
105
$339K 0.09%
6,710
-686
106
$336K 0.09%
4,061
-4,076
107
$330K 0.09%
3,083
+240
108
$326K 0.09%
4,955
-775
109
$322K 0.08%
+2,826
110
$317K 0.08%
5,790
111
$312K 0.08%
8,305
-2,867
112
$309K 0.08%
7,164
113
$304K 0.08%
2,266
114
$302K 0.08%
+2,073
115
$297K 0.08%
3,205
116
$296K 0.08%
4,259
117
$286K 0.08%
+5,430
118
$280K 0.07%
5,806
-400
119
$279K 0.07%
1,400
120
$279K 0.07%
4,495
-795
121
$270K 0.07%
11,613
-897
122
$268K 0.07%
3,084
-125
123
$267K 0.07%
+2,308
124
$256K 0.07%
6,510
+650
125
$255K 0.07%
1,360
-155
3 4
5
6 7