EWM
Evermay Wealth Management Portfolio holdings
AUM
$812M
1-Year Return
12.89%
This Quarter Return
-2.17%
1 Year Return
+12.89%
3 Year Return
+53.09%
5 Year Return
+88.49%
10 Year Return
+180.95%
AUM
$761M
AUM Growth
+$101M
(+15%)
Cap. Flow
+$124M
Cap. Flow
% of AUM
16.22%
Top 10 Holdings %
Top 10 Hldgs %
63.69%
Holding
612
New
39
Increased
65
Reduced
143
Closed
33
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$77.7M |
| 2 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$53.6M |
| 3 |
Amazon
AMZN
|
+$3.29M |
| 4 |
iShares Gold Trust Micro
IAUM
|
+$2.5M |
| 5 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$1.58M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$3.16M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$2.04M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$1.79M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$1.66M |
| 5 |
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% |
