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
$169M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.49M
3
+$3.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.64M

Top Sells

1
+$12.7M
2
+$11.5M
3
+$438K
4
EMR icon
Emerson Electric
EMR
+$415K
5
TFC icon
Truist Financial
TFC
+$353K

Sector Composition

1 Healthcare 3.14%
2 Energy 2.9%
3 Technology 2.79%
4 Consumer Staples 2.23%
5 Industrials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$750K 0.44%
22,761
-6,370
27
$695K 0.41%
14,294
+1,443
28
$675K 0.4%
6,562
+1,468
29
$670K 0.4%
11,736
-2,641
30
$651K 0.38%
25,900
31
$594K 0.35%
21,022
+2,400
32
$580K 0.34%
9,911
+1,560
33
$546K 0.32%
6,665
+167
34
$525K 0.31%
32,465
+2,001
35
$506K 0.3%
2,434
36
$492K 0.29%
7,669
-815
37
$473K 0.28%
12,587
38
$471K 0.28%
8,330
-820
39
$458K 0.27%
19,065
40
$458K 0.27%
14,639
+904
41
$445K 0.26%
4,234
+101
42
$441K 0.26%
5,750
+47
43
$432K 0.26%
16,620
-724
44
$407K 0.24%
3,945
45
$404K 0.24%
11,020
46
$403K 0.24%
4,134
-2,877
47
$378K 0.22%
3,493
+641
48
– –
0
49
$359K 0.21%
13,057
-2,999
50
$355K 0.21%
1,279
1
2
3 4