EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
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
+$1.25M
2
+$1.2M
3
+$1.02M
4
SCHW icon
Charles Schwab
SCHW
+$663K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$596K

Top Sells

1
+$1.81M
2
+$1.46M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$465K
5
VZ icon
Verizon
VZ
+$387K

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
451
$5K ﹤0.01%
5
+3
452
$5K ﹤0.01%
15
+14
453
$5K ﹤0.01%
60
454
$5K ﹤0.01%
120
455
$4K ﹤0.01%
+31
456
$4K ﹤0.01%
195
457
$4K ﹤0.01%
30
458
$4K ﹤0.01%
+174
459
$4K ﹤0.01%
+120
460
$4K ﹤0.01%
+48
461
$4K ﹤0.01%
104
462
$4K ﹤0.01%
65
463
$3K ﹤0.01%
+100
464
$3K ﹤0.01%
40
465
$3K ﹤0.01%
100
466
$3K ﹤0.01%
+57
467
$3K ﹤0.01%
50
468
$3K ﹤0.01%
230
469
$3K ﹤0.01%
+50
470
$3K ﹤0.01%
+22
471
$3K ﹤0.01%
325
472
$2K ﹤0.01%
+100
473
$2K ﹤0.01%
+42
474
$2K ﹤0.01%
+31
475
$2K ﹤0.01%
100
17 18
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