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
$542M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Sells

1 +$25.8M
2 +$2.92M
3 +$2.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
5
AAPL icon
Apple
AAPL
+$1.12M

Sector Composition

1 Technology 6.05%
2 Financials 5.08%
3 Healthcare 3.5%
4 Consumer Discretionary 3.5%
5 Industrials 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$26.1K ﹤0.01%
227
-80
377
$26.1K ﹤0.01%
180
378
$26.1K ﹤0.01%
524
379
$25.9K ﹤0.01%
250
380
$24.7K ﹤0.01%
752
381
$24.4K ﹤0.01%
123
+4
382
$24.1K ﹤0.01%
700
383
$23.9K ﹤0.01%
400
384
$23.7K ﹤0.01%
79
+3
385
$23.4K ﹤0.01%
1,032
386
$22.7K ﹤0.01%
364
387
$22.2K ﹤0.01%
800
388
$21.8K ﹤0.01%
231
+4
389
$21.8K ﹤0.01%
1,000
-470
390
$21.6K ﹤0.01%
308
+8
391
$20.9K ﹤0.01%
1,128
+19
392
$20.5K ﹤0.01%
509
+9
393
$19.7K ﹤0.01%
500
394
$19.7K ﹤0.01%
647
+18
395
$19K ﹤0.01%
209
+4
396
$18.9K ﹤0.01%
330
397
$18.5K ﹤0.01%
1,344
398
$17.8K ﹤0.01%
230
399
$17.3K ﹤0.01%
150
400
$17.2K ﹤0.01%
1,106