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
126
$252K 0.07%
1,795
127
$252K 0.07%
+3,602
128
$250K 0.07%
+1,680
129
$247K 0.07%
1,750
+50
130
$247K 0.07%
+1,415
131
$244K 0.06%
4,544
-1,900
132
$244K 0.06%
6,617
-2,240
133
$242K 0.06%
2,301
-310
134
$239K 0.06%
2,790
135
$234K 0.06%
+2,386
136
$233K 0.06%
+3,880
137
$231K 0.06%
+893
138
$230K 0.06%
8,920
-30,250
139
$226K 0.06%
245
-5
140
$225K 0.06%
+1,226
141
$225K 0.06%
+3,000
142
$225K 0.06%
12,831
-19,698
143
$223K 0.06%
+4,035
144
$223K 0.06%
3,037
-60
145
$221K 0.06%
+1,635
146
$220K 0.06%
+3,385
147
$212K 0.06%
+6,470
148
$210K 0.06%
4,950
149
$206K 0.05%
+800
150
$205K 0.05%
+2,405
3 4 5
6
7