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
$500M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$8.43M
3 +$3.16M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.26M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.44M

Sector Composition

1 Technology 5.39%
2 Healthcare 3.99%
3 Consumer Discretionary 3.46%
4 Financials 3.37%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-727
177
-1,075