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
$560M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.22M
3
+$1.01M
4
SCHW icon
Charles Schwab
SCHW
+$689K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$599K

Top Sells

1
+$1.87M
2
+$1.51M
3
+$1.5M
4
AAPL icon
Apple
AAPL
+$522K
5
VZ icon
Verizon
VZ
+$385K

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
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235
$84K 0.02%
968
236
$82K 0.01%
2,736
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237
$81K 0.01%
518
238
$81K 0.01%
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239
$81K 0.01%
373
240
$80K 0.01%
1,485
241
$80K 0.01%
692
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242
$77K 0.01%
1,928
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243
$76K 0.01%
+3,676
244
$76K 0.01%
450
245
$75K 0.01%
200
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246
$72K 0.01%
4,800
-60
247
$72K 0.01%
3,716
248
$71K 0.01%
150
249
$70K 0.01%
2,643
250
$69K 0.01%
965
8 9
10
11 12