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
151
$241K 0.05%
2,400
-957
152
$239K 0.05%
2,738
+3
153
$233K 0.05%
1,893
+855
154
$231K 0.05%
3,595
-275
155
$230K 0.05%
1,350
156
$228K 0.05%
1,300
157
$227K 0.05%
9,608
-440
158
$224K 0.05%
5,880
+1,006
159
$224K 0.05%
2,675
160
$219K 0.04%
1,649
-200
161
$217K 0.04%
2,060
162
$216K 0.04%
1,688
-100
163
$213K 0.04%
4,732
164
$211K 0.04%
434
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165
$203K 0.04%
11,979
166
$199K 0.04%
+235
167
$197K 0.04%
3,849
168
$197K 0.04%
812
169
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1,075
170
$187K 0.04%
1,887
-1,192
171
$187K 0.04%
2,515
172
$186K 0.04%
6,000
173
$186K 0.04%
2,510
-55
174
$185K 0.04%
4,950
175
$183K 0.04%
3,504
+506
5 6
7
8 9