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
$596M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.8M
3
+$4.83M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.98M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.07M

Top Sells

1
+$1.83M
2
+$1.21M
3
+$966K
4
AAPL icon
Apple
AAPL
+$761K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$673K

Sector Composition

1 Technology 5.15%
2 Financials 3.76%
3 Healthcare 3.38%
4 Consumer Discretionary 3.12%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$542K 0.09%
10,648
-5,364
102
$536K 0.09%
22,620
-800
103
$533K 0.09%
4,036
+395
104
$526K 0.09%
1,480
-25
105
$516K 0.09%
+10,666
106
$516K 0.09%
7,902
-1,785
107
$513K 0.09%
6,881
+245
108
$513K 0.09%
9,054
-1,600
109
$510K 0.09%
3,078
110
$503K 0.08%
1,103
-40
111
$500K 0.08%
2,843
112
$493K 0.08%
3,961
-107
113
$493K 0.08%
2,325
+11
114
$488K 0.08%
5,900
+315
115
$477K 0.08%
6,146
+3,571
116
$466K 0.08%
789
-174
117
$462K 0.08%
8,641
+2,417
118
$441K 0.07%
1,822
119
$440K 0.07%
1,573
-42
120
$432K 0.07%
4,259
-1,475
121
$431K 0.07%
1,935
122
$430K 0.07%
2,329
+60
123
$412K 0.07%
4,530
+242
124
$409K 0.07%
8,434
+6,487
125
$400K 0.07%
6,610
-210
3 4
5
6 7