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
376
$15K ﹤0.01%
+127
377
$15K ﹤0.01%
60
378
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83
379
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380
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300
381
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250
382
$13K ﹤0.01%
55
-27
383
$13K ﹤0.01%
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384
$13K ﹤0.01%
125
385
$13K ﹤0.01%
20
386
$13K ﹤0.01%
150
387
$13K ﹤0.01%
300
388
$13K ﹤0.01%
+235
389
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80
390
$12K ﹤0.01%
69
391
$12K ﹤0.01%
180
392
$12K ﹤0.01%
207
-250
393
$12K ﹤0.01%
+114
394
$12K ﹤0.01%
450
395
$12K ﹤0.01%
102
396
$11K ﹤0.01%
120
397
$11K ﹤0.01%
300
398
$11K ﹤0.01%
30
399
$11K ﹤0.01%
150
400
$11K ﹤0.01%
198
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