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
$116M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$2.95M
3
+$2.12M
4
XOM icon
Exxon Mobil
XOM
+$1.8M
5
GE icon
GE Aerospace
GE
+$1.05M

Top Sells

1
+$982K
2
+$887K
3
+$717K
4
SBUX icon
Starbucks
SBUX
+$426K
5
DHR icon
Danaher
DHR
+$422K

Sector Composition

1 Energy 4.58%
2 Healthcare 4.18%
3 Technology 4.17%
4 Industrials 2.99%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$571K 0.49%
24,060
27
$571K 0.49%
11,679
+3,800
28
$552K 0.48%
4,362
+1,800
29
$543K 0.47%
+20,220
30
$535K 0.46%
10,187
+5,017
31
$513K 0.44%
20,004
-800
32
$505K 0.44%
12,908
33
$496K 0.43%
7,474
+3,170
34
$493K 0.43%
6,275
+1,700
35
$492K 0.43%
6,638
+1,903
36
$479K 0.41%
2,434
37
$451K 0.39%
+14,600
38
$436K 0.38%
18,690
-2,010
39
$431K 0.37%
10,943
+4,625
40
$413K 0.36%
9,895
+4,100
41
$413K 0.36%
30,557
+7,292
42
$412K 0.36%
+16,595
43
$407K 0.35%
12,587
44
$400K 0.35%
3,945
45
$389K 0.34%
5,433
+2,200
46
$386K 0.33%
6,847
+1,150
47
$373K 0.32%
10,568
48
$373K 0.32%
4,434
+170
49
$372K 0.32%
4,336
+336
50
$371K 0.32%
3,657
-200
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2
3 4