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
201
$177K 0.02%
30,000
202
$172K 0.02%
5,000
203
$172K 0.02%
2,268
-117
204
$170K 0.02%
2,340
205
$170K 0.02%
335
206
$168K 0.02%
536
-1
207
$168K 0.02%
801
208
$167K 0.02%
+580
209
$165K 0.02%
3,228
210
$162K 0.02%
9,472
211
$162K 0.02%
1,099
212
$162K 0.02%
1,785
213
$161K 0.02%
480
-74
214
$157K 0.02%
981
215
$155K 0.02%
2,423
-97
216
$153K 0.02%
3,166
-120
217
$152K 0.02%
526
-233
218
$151K 0.02%
1,797
219
$150K 0.02%
2,200
-150
220
$150K 0.02%
295
221
$146K 0.02%
4,159
222
$141K 0.02%
622
223
$140K 0.02%
950
-150
224
$138K 0.02%
1,435
-25
225
$138K 0.02%
13,074
7 8
9
10 11