EWM

Evermay Wealth Management Portfolio holdings

AUM $874M
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$761M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
612
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$53.6M
3
+$3.29M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$2.5M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.58M

Top Sells

1
+$3.16M
2
+$2.04M
3
+$1.79M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.66M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.48M

Sector Composition

1 Technology 4.56%
2 Financials 4.19%
3 Consumer Discretionary 3.01%
4 Healthcare 2.34%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$237K 0.03%
1,384
177
$234K 0.03%
120
178
$221K 0.03%
2,848
179
$218K 0.03%
4,801
+1,387
180
$217K 0.03%
11,979
181
$215K 0.03%
3,895
-99
182
$211K 0.03%
604
183
$207K 0.03%
2,213
-100
184
$205K 0.03%
2,105
-100
185
$205K 0.03%
2,827
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186
$201K 0.03%
346
187
$198K 0.03%
294
188
$198K 0.03%
1,467
189
$197K 0.03%
2,515
190
$197K 0.03%
792
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191
$195K 0.03%
1,977
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192
$194K 0.03%
1,855
193
$192K 0.03%
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194
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195
$191K 0.03%
746
196
$186K 0.02%
844
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197
$184K 0.02%
1,618
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198
$180K 0.02%
39
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199
$178K 0.02%
+4,919
200
$178K 0.02%
379
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