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
126
$476K 0.06%
12,909
-637
127
$471K 0.06%
2,735
128
$464K 0.06%
3,498
129
$455K 0.06%
1,720
130
$445K 0.06%
3,069
-173
131
$429K 0.06%
2,841
132
$428K 0.06%
15,528
133
$422K 0.06%
1,785
-167
134
$420K 0.06%
6,795
135
$416K 0.05%
7,418
-15
136
$402K 0.05%
6,927
137
$394K 0.05%
1,690
138
$389K 0.05%
1,941
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139
$385K 0.05%
4,917
+301
140
$379K 0.05%
1,625
141
$378K 0.05%
1,417
-164
142
$363K 0.05%
8,710
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143
$362K 0.05%
861
144
$358K 0.05%
5,251
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145
$357K 0.05%
14,095
+636
146
$351K 0.05%
12,572
147
$351K 0.05%
709
+16
148
$351K 0.05%
1,240
+1
149
$350K 0.05%
3,736
150
$346K 0.05%
1,817
4 5
6
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