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
351
$21K ﹤0.01%
240
352
$21K ﹤0.01%
+197
353
$21K ﹤0.01%
390
354
$20K ﹤0.01%
84
-97
355
$20K ﹤0.01%
66
356
$20K ﹤0.01%
1,010
+1,009
357
$20K ﹤0.01%
500
358
$20K ﹤0.01%
330
359
$20K ﹤0.01%
1,150
360
$19K ﹤0.01%
15
361
$19K ﹤0.01%
244
362
$19K ﹤0.01%
+713
363
$18K ﹤0.01%
336
364
$17K ﹤0.01%
219
365
$17K ﹤0.01%
+85
366
$17K ﹤0.01%
266
+3
367
$17K ﹤0.01%
77
368
$17K ﹤0.01%
400
369
$17K ﹤0.01%
1,223
-137
370
$16K ﹤0.01%
230
371
$16K ﹤0.01%
+907
372
$16K ﹤0.01%
459
-131
373
$16K ﹤0.01%
390
374
$16K ﹤0.01%
100
375
$15K ﹤0.01%
600
13 14
15
16 17