EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
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
+$7.26M
2
+$3.52M
3
+$2.71M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.05M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$841K

Top Sells

1
+$8.88M
2
+$7.88M
3
+$5.08M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.17M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$781K

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
151
$202K 0.05%
+950
152
$126K 0.03%
11,979
153
– –
-4,555
154
– –
-18,477
155
– –
-3,141
156
– –
-2,583
3 4 5 6
7