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
401
$11K ﹤0.01%
155
402
$11K ﹤0.01%
140
403
$11K ﹤0.01%
240
404
$11K ﹤0.01%
80
405
$11K ﹤0.01%
75
-25
406
$10K ﹤0.01%
+173
407
$10K ﹤0.01%
1,266
408
$10K ﹤0.01%
+85
409
$10K ﹤0.01%
160
410
$10K ﹤0.01%
375
411
$9K ﹤0.01%
100
412
$9K ﹤0.01%
+14
413
$9K ﹤0.01%
284
-120
414
$9K ﹤0.01%
1,600
415
$9K ﹤0.01%
+58
416
$8K ﹤0.01%
170
417
$8K ﹤0.01%
232
418
$8K ﹤0.01%
+159
419
$8K ﹤0.01%
78
420
$8K ﹤0.01%
+30
421
$8K ﹤0.01%
585
422
$8K ﹤0.01%
83
+3
423
$8K ﹤0.01%
+125
424
$7K ﹤0.01%
+172
425
$7K ﹤0.01%
400