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
126
$335K 0.07%
1,620
-730
127
$334K 0.07%
4,239
128
$329K 0.07%
2,081
-100
129
$327K 0.07%
13,075
+10,002
130
$325K 0.07%
4,622
131
$321K 0.07%
7,577
+500
132
$315K 0.06%
3,274
-110
133
$314K 0.06%
2,007
+1
134
$310K 0.06%
1,554
135
$309K 0.06%
9,963
136
$306K 0.06%
6,114
-3,552
137
$297K 0.06%
5,912
138
$291K 0.06%
3,351
-1,680
139
$286K 0.06%
861
140
$284K 0.06%
5,997
+246
141
$275K 0.06%
2,351
+2
142
$274K 0.06%
4,061
+2
143
$272K 0.06%
17,851
144
$260K 0.05%
813
145
$247K 0.05%
3,151
-1,921
146
$246K 0.05%
2,406
-30
147
$246K 0.05%
1,740
148
$246K 0.05%
2,639
+414
149
$244K 0.05%
2,820
+56
150
$244K 0.05%
5,989
4 5
6
7 8