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
$491M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$741K
3
+$658K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$627K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$483K

Top Sells

1
+$19.8M
2
+$13.6M
3
+$7.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$855K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$798K

Sector Composition

1 Financials 5.83%
2 Technology 4.44%
3 Healthcare 4.05%
4 Consumer Discretionary 2.86%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$482K 0.1%
4,389
-10
102
$476K 0.1%
8,713
-70
103
$464K 0.09%
4,769
+500
104
$458K 0.09%
1,059
-253
105
$446K 0.09%
3,213
-33
106
$442K 0.09%
10,273
+1,342
107
$432K 0.09%
1,804
-61
108
$422K 0.09%
20,588
-4,566
109
$415K 0.08%
753
-57
110
$408K 0.08%
5,654
111
$407K 0.08%
3,063
+185
112
$394K 0.08%
16,654
-3,843
113
$394K 0.08%
5,874
-145
114
$392K 0.08%
16,244
+1,169
115
$391K 0.08%
4,778
+106
116
$390K 0.08%
11,765
-1,450
117
$386K 0.08%
544
+15
118
$384K 0.08%
2,050
119
$383K 0.08%
3,738
+37
120
$363K 0.07%
1,078
121
$350K 0.07%
4,276
-1,640
122
$343K 0.07%
8,304
123
$341K 0.07%
20,176
-3,127
124
$338K 0.07%
2,269
-167
125
$336K 0.07%
1,574
+100
3 4
5
6 7