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
176
$182K 0.04%
644
-10
177
$180K 0.04%
1,233
178
$179K 0.04%
693
179
$177K 0.04%
1,073
180
$176K 0.04%
2,869
-1,040
181
$173K 0.04%
6,532
-8,345
182
$168K 0.03%
1,099
183
$160K 0.03%
746
-7
184
$159K 0.03%
5,363
185
$159K 0.03%
11,428
+188
186
$155K 0.03%
+2,017
187
$155K 0.03%
1,068
188
$152K 0.03%
5,300
189
$151K 0.03%
3,830
-4,235
190
$150K 0.03%
3,216
-123
191
$148K 0.03%
671
+284
192
$145K 0.03%
1,325
193
$143K 0.03%
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194
$143K 0.03%
645
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195
$142K 0.03%
600
196
$141K 0.03%
70
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197
$139K 0.03%
1,223
198
$139K 0.03%
3,057
199
$138K 0.03%
3,132
-1,066
200
$137K 0.03%
2,094
+460
6 7
8
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