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
$170M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.65M
3
+$1.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$394K
5
GM icon
General Motors
GM
+$243K

Top Sells

1
+$11.1M
2
+$6.95M
3
+$1.98M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.74M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.12M

Sector Composition

1 Healthcare 3.04%
2 Technology 2.06%
3 Consumer Staples 2%
4 Financials 1.94%
5 Energy 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$694K 0.41%
11,114
27
$679K 0.4%
5,143
-1,146
28
$608K 0.36%
18,000
+300
29
$586K 0.35%
12,686
-2,479
30
$493K 0.29%
4,169
+80
31
$478K 0.28%
8,066
-1,915
32
$476K 0.28%
8,748
+2,040
33
$473K 0.28%
5,596
+788
34
$466K 0.27%
12,587
35
$455K 0.27%
7,749
-320
36
$451K 0.27%
15,990
-4,730
37
$425K 0.25%
16,632
-14,617
38
$423K 0.25%
16,300
39
$420K 0.25%
3,954
+58
40
$404K 0.24%
4,127
41
$394K 0.23%
+10,120
42
$357K 0.21%
5,942
43
$350K 0.21%
6,064
-1,700
44
$343K 0.2%
13,910
45
$333K 0.2%
12,806
-151
46
$325K 0.19%
1,279
47
$324K 0.19%
4,076
-1,512
48
$315K 0.19%
4,638
-1,842
49
$303K 0.18%
8,806
-2,996
50
$300K 0.18%
5,413
-2,400
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