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
276
$50K 0.01%
576
-24
277
$50K 0.01%
300
278
$50K 0.01%
1,275
279
$50K 0.01%
448
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280
$49K 0.01%
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281
$49K 0.01%
200
282
$48K 0.01%
1,061
-99
283
$48K 0.01%
800
284
$48K 0.01%
158
-21
285
$48K 0.01%
532
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286
$47K 0.01%
807
-25
287
$47K 0.01%
350
288
$47K 0.01%
416
289
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600
290
$45K 0.01%
1,136
291
$45K 0.01%
960
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292
$45K 0.01%
3,000
293
$45K 0.01%
562
294
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800
295
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296
$43K 0.01%
2,360
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297
$42K 0.01%
261
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298
$42K 0.01%
1,670
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299
$41K 0.01%
2,688
-66
300
$41K 0.01%
+1,385
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