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
176
$227K 0.04%
2,100
177
$225K 0.04%
2,225
+15
178
$224K 0.04%
1,355
-1,500
179
$224K 0.04%
6,426
180
$223K 0.04%
2,196
-220
181
$222K 0.04%
4,950
182
$218K 0.04%
1,666
183
$211K 0.04%
1,151
184
$210K 0.04%
11,240
185
$208K 0.03%
1,795
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186
$208K 0.03%
644
187
$204K 0.03%
1,980
188
$202K 0.03%
631
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189
$200K 0.03%
1,325
190
$200K 0.03%
3,474
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191
$199K 0.03%
11,979
192
$195K 0.03%
+2,345
193
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1,662
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194
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195
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7,593
196
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1,389
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197
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905
198
$184K 0.03%
+5,363
199
$182K 0.03%
1,863
+1,854
200
$181K 0.03%
2,675
-2,000
6 7
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