EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$560M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.2M
3
+$1.02M
4
SCHW icon
Charles Schwab
SCHW
+$663K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$596K

Top Sells

1
+$1.81M
2
+$1.46M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$465K
5
VZ icon
Verizon
VZ
+$387K

Sector Composition

1 Technology 6.33%
2 Healthcare 3.85%
3 Consumer Discretionary 3.61%
4 Financials 3.47%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$105K 0.02%
1,937
227
$105K 0.02%
3,915
-90
228
$103K 0.02%
2,068
+8
229
$102K 0.02%
729
-231
230
$99K 0.02%
375
231
$93K 0.02%
1,947
232
$89K 0.02%
360
+300
233
$86K 0.02%
1,935
234
$86K 0.02%
195
-79
235
$84K 0.02%
968
236
$82K 0.01%
2,736
+166
237
$81K 0.01%
518
238
$81K 0.01%
1,160
239
$81K 0.01%
373
240
$80K 0.01%
1,320
241
$80K 0.01%
692
+522
242
$77K 0.01%
1,928
-411
243
$76K 0.01%
+3,676
244
$76K 0.01%
450
245
$75K 0.01%
200
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246
$72K 0.01%
3,716
247
$72K 0.01%
4,800
-60
248
$71K 0.01%
150
249
$70K 0.01%
2,643
250
$69K 0.01%
1,930
8 9
10
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