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
151
$315K 0.05%
2,304
+1
152
$314K 0.05%
1,554
153
$297K 0.05%
1,194
-83
154
$296K 0.05%
17,851
+9,760
155
$296K 0.05%
5,970
-90
156
$291K 0.05%
9,798
+9,608
157
$290K 0.05%
5,912
158
$284K 0.05%
1,775
-100
159
$276K 0.05%
1,145
+125
160
$267K 0.04%
2,696
+1,502
161
$266K 0.04%
1,391
+75
162
$262K 0.04%
1,350
163
$257K 0.04%
4,709
+4,474
164
$255K 0.04%
4,732
165
$254K 0.04%
2,000
166
$252K 0.04%
755
+29
167
$247K 0.04%
33
168
$241K 0.04%
+4,874
169
$239K 0.04%
1,300
170
$236K 0.04%
3,870
-212
171
$235K 0.04%
1,147
-605
172
$231K 0.04%
1,075
173
$230K 0.04%
1,303
-25
174
$230K 0.04%
2,451
-1,300
175
$229K 0.04%
1,788
-54
5 6
7
8 9