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
$503M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.77M
3
+$1.69M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$897K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$825K

Top Sells

1
+$4.29M
2
+$484K
3
+$422K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$330K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$164K

Sector Composition

1 Financials 4.89%
2 Technology 4.39%
3 Healthcare 3.62%
4 Consumer Discretionary 2.82%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$118K 0.02%
3,057
202
$116K 0.02%
2,998
203
$114K 0.02%
2,491
204
$111K 0.02%
2,350
205
$110K 0.02%
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206
$110K 0.02%
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207
$108K 0.02%
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208
$106K 0.02%
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209
$105K 0.02%
4,085
210
$101K 0.02%
852
211
$101K 0.02%
250
212
$100K 0.02%
294
213
$100K 0.02%
4,342
214
$99K 0.02%
1,400
215
$99K 0.02%
1,335
216
$98K 0.02%
1,805
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217
$98K 0.02%
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218
$98K 0.02%
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219
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223
$94K 0.02%
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224
$92K 0.02%
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225
$91K 0.02%
2,548
7 8
9
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