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
126
$389K 0.07%
15,075
-750
127
$389K 0.07%
7,328
+1,766
128
$381K 0.06%
4,185
+353
129
$378K 0.06%
10,106
130
$377K 0.06%
1,499
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131
$377K 0.06%
2,065
-150
132
$376K 0.06%
9,053
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133
$372K 0.06%
1,750
-195
134
$370K 0.06%
4,922
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135
$368K 0.06%
5,854
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136
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7,066
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137
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4,049
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138
$360K 0.06%
3,015
-173
139
$347K 0.06%
2,579
+140
140
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2,109
-1,155
141
$343K 0.06%
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142
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986
143
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3,479
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144
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145
$338K 0.06%
442
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146
$338K 0.06%
3,012
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147
$335K 0.06%
14,836
+14,123
148
$322K 0.05%
3,900
-8,072
149
$321K 0.05%
4,239
+2,064
150
$320K 0.05%
2,805
+101
4 5
6
7 8