EWM

Evermay Wealth Management Portfolio holdings

AUM $874M
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$761M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
612
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$53.6M
3
+$3.29M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$2.5M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.58M

Top Sells

1
+$3.16M
2
+$2.04M
3
+$1.79M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.66M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.48M

Sector Composition

1 Technology 4.56%
2 Financials 4.19%
3 Consumer Discretionary 3.01%
4 Healthcare 2.34%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$659K 0.09%
2,111
-50
102
$659K 0.09%
4,904
-61
103
$657K 0.09%
1,531
-42
104
$639K 0.08%
2,350
-505
105
$637K 0.08%
800
-9
106
$631K 0.08%
4,963
107
$625K 0.08%
1,060
-6
108
$625K 0.08%
12,446
+398
109
$625K 0.08%
26,658
-1,032
110
$622K 0.08%
8,665
111
$619K 0.08%
2,489
+1,513
112
$611K 0.08%
23,336
-45
113
$604K 0.08%
9,201
+17
114
$590K 0.08%
2,285
-121
115
$577K 0.08%
920
116
$563K 0.07%
1,295
-372
117
$557K 0.07%
6,335
+3
118
$552K 0.07%
2,606
119
$547K 0.07%
1,124
120
$543K 0.07%
7,541
-563
121
$503K 0.07%
8,168
-20,044
122
$502K 0.07%
1,308
123
$500K 0.07%
5,334
-166
124
$498K 0.07%
1,646
-26
125
$496K 0.07%
1,110
-44
3 4
5
6 7