EWM
Evermay Wealth Management Portfolio holdings
AUM
$812M
1-Year Return
12.89%
This Quarter Return
+7.47%
1 Year Return
+12.89%
3 Year Return
+53.09%
5 Year Return
+88.49%
10 Year Return
+180.95%
AUM
$812M
AUM Growth
+$51M
(+6.7%)
Cap. Flow
-$312K
Cap. Flow
% of AUM
-0.04%
Top 10 Holdings %
Top 10 Hldgs %
62.82%
Holding
609
New
30
Increased
92
Reduced
127
Closed
37
Top Buys
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$11.4M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$3.97M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.92M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.25M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$841K |
Sector Composition
| 1 | Technology | 4.98% |
| 2 | Financials | 4.11% |
| 3 | Consumer Discretionary | 3.07% |
| 4 | Healthcare | 2.02% |
| 5 | Industrials | 1.76% |
