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
$178M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.51M
3
+$918K
4
AMZN icon
Amazon
AMZN
+$744K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$553K

Top Sells

1
+$2.78M
2
+$264K
3
+$251K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$248K
5
SCHW icon
Charles Schwab
SCHW
+$244K

Sector Composition

1 Healthcare 2.75%
2 Consumer Discretionary 2.21%
3 Technology 2.15%
4 Consumer Staples 2.1%
5 Energy 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$787K 0.44%
13,286
-872
27
$693K 0.39%
4,882
-261
28
$690K 0.39%
10,817
-297
29
$686K 0.38%
12,686
30
$629K 0.35%
5,002
+833
31
$612K 0.34%
20,700
+4,400
32
$553K 0.31%
+42,524
33
$492K 0.28%
4,885
+931
34
$488K 0.27%
15,990
35
$467K 0.26%
12,729
+142
36
$465K 0.26%
8,134
+385
37
$461K 0.26%
8,066
38
$446K 0.25%
5,358
-238
39
$421K 0.24%
8,706
-42
40
$396K 0.22%
16,095
-537
41
$393K 0.22%
10,300
+180
42
$390K 0.22%
3,945
-182
43
$379K 0.21%
12,807
+1
44
$374K 0.21%
4,635
+970
45
$355K 0.2%
5,942
46
$352K 0.2%
5,564
-500
47
$336K 0.19%
1,279
48
$319K 0.18%
4,638
49
$311K 0.17%
12,300
-1,610
50
$310K 0.17%
5,613
+200
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