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
201
$180K 0.03%
6,000
-1,060
202
$179K 0.03%
+3,500
203
$175K 0.03%
756
+91
204
$175K 0.03%
+4,161
205
$169K 0.03%
2,963
-7,147
206
$168K 0.03%
693
207
$165K 0.03%
459
208
$161K 0.03%
4,268
+320
209
$158K 0.03%
2,491
210
$158K 0.03%
359
-209
211
$155K 0.03%
2,024
212
$152K 0.03%
3,057
+2,250
213
$150K 0.03%
1,440
214
$150K 0.03%
600
215
$144K 0.02%
1,100
+70
216
$143K 0.02%
61
+5
217
$142K 0.02%
1,200
218
$141K 0.02%
1,914
219
$139K 0.02%
2,350
-188
220
$136K 0.02%
5,300
221
$135K 0.02%
373
-228
222
$133K 0.02%
2,542
-1,725
223
$133K 0.02%
825
224
$133K 0.02%
+3,179
225
$131K 0.02%
+723
7 8
9
10 11