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
251
$67K 0.01%
455
252
$65K 0.01%
472
+17
253
$65K 0.01%
1,055
254
$65K 0.01%
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-50
255
$64K 0.01%
621
256
$63K 0.01%
675
257
$62K 0.01%
250
258
$61K 0.01%
+904
259
$60K 0.01%
308
260
$59K 0.01%
800
261
$58K 0.01%
510
262
$58K 0.01%
+1,550
263
$55K 0.01%
194
-5
264
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265
$55K 0.01%
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266
$55K 0.01%
+82
267
$55K 0.01%
800
268
$54K 0.01%
874
269
$52K 0.01%
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270
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271
$52K 0.01%
370
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272
$52K 0.01%
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273
$51K 0.01%
150
274
$51K 0.01%
+1,300
275
$50K 0.01%
1,152
-48
9 10
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