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
+$881K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$540K
3
+$447K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$324K
5
MO icon
Altria Group
MO
+$228K

Top Sells

1
+$654K
2
+$348K
3
+$228K
4
SLB icon
SLB Limited
SLB
+$225K
5
TROW icon
T. Rowe Price
TROW
+$216K

Sector Composition

1 Energy 4.77%
2 Technology 4.35%
3 Healthcare 4.05%
4 Consumer Staples 2.91%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$618K 0.53%
4,474
+112
27
$606K 0.52%
12,120
+441
28
$578K 0.5%
24,060
29
$559K 0.48%
4,688
30
$557K 0.48%
6,653
+378
31
$541K 0.46%
20,120
-100
32
$536K 0.46%
7,710
33
$527K 0.45%
7,048
+410
34
$508K 0.44%
14,603
+3
35
$505K 0.43%
10,018
-169
36
$497K 0.43%
3,657
37
$483K 0.41%
2,434
38
$474K 0.41%
20,204
+200
39
$468K 0.4%
7,474
40
$458K 0.39%
9,883
-12
41
$449K 0.39%
7,765
+918
42
$435K 0.37%
30,464
-93
43
$429K 0.37%
5,094
+660
44
$415K 0.36%
16,496
-99
45
$413K 0.35%
5,398
+1,062
46
$407K 0.35%
10,941
-2
47
$405K 0.35%
18,690
48
$395K 0.34%
3,945
49
$389K 0.33%
12,587
50
$384K 0.33%
11,020
+1,500
1
2
3 4