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
$167M
AUM Growth
-$1.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$2.08M
3
+$1.97M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$914K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$636K

Top Sells

1
+$10.6M
2
+$9.29M
3
+$4.55M
4
ETP
Energy Transfer Partners L.p.
ETP
+$352K
5
WPZ
Williams Partners L.P.
WPZ
+$240K

Sector Composition

1 Healthcare 3.09%
2 Technology 2.55%
3 Energy 2.35%
4 Consumer Staples 2.07%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$778K 0.47%
31,249
+8,488
27
$734K 0.44%
3,811
+1,140
28
$664K 0.4%
37,822
29
$660K 0.4%
15,165
+971
30
$637K 0.38%
11,114
-216
31
$589K 0.35%
20,720
-2
32
$543K 0.33%
9,981
+372
33
$478K 0.29%
12,587
34
$463K 0.28%
8,069
+700
35
$453K 0.27%
17,700
36
$436K 0.26%
7,764
37
$403K 0.24%
4,089
-45
38
$402K 0.24%
5,588
-558
39
$398K 0.24%
16,300
40
$390K 0.23%
6,480
+730
41
$385K 0.23%
4,127
42
$368K 0.22%
11,020
43
$367K 0.22%
4,808
44
$365K 0.22%
13,898
+1,691
45
$363K 0.22%
3,896
+403
46
– –
0
47
$356K 0.21%
11,802
-2,141
48
$349K 0.21%
26,892
+7,311
49
$346K 0.21%
7,813
+700
50
$344K 0.21%
6,708
+2,310
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2
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