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