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
$154M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$2.12M
3
+$1.01M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$824K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$542K

Top Sells

1
+$767K
2
+$269K
3
+$260K
4
MCHP icon
Microchip Technology
MCHP
+$235K
5
NVS icon
Novartis
NVS
+$217K

Sector Composition

1 Energy 3.67%
2 Healthcare 3.24%
3 Technology 3.06%
4 Consumer Staples 2.42%
5 Financials 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$736K 0.48%
4,904
+430
27
$657K 0.43%
7,011
-1,801
28
$653K 0.42%
25,900
+1,840
29
$601K 0.39%
12,851
+731
30
$594K 0.39%
7,711
+1
31
$592K 0.38%
6,498
-155
32
$566K 0.37%
6,771
-277
33
$558K 0.36%
5,094
-492
34
$546K 0.35%
8,351
+586
35
$540K 0.35%
18,622
-1,498
36
$516K 0.33%
8,484
-2,423
37
$504K 0.33%
2,434
38
$498K 0.32%
13,735
-868
39
$488K 0.32%
9,150
-868
40
$471K 0.31%
12,587
41
$471K 0.31%
5,703
+609
42
$464K 0.3%
4,133
-555
43
$461K 0.3%
17,344
-2,860
44
$451K 0.29%
19,065
+375
45
$447K 0.29%
16,056
-440
46
$439K 0.28%
30,464
47
– –
0
48
$420K 0.27%
9,047
-836
49
$415K 0.27%
6,720
-754
50
$412K 0.27%
3,945
1
2
3 4