EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.58M
3
+$950K
4
BT
BT Group plc (ADR)
BT
+$854K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$780K

Top Sells

1
+$449K
2
+$146K
3
+$138K
4
PEP icon
PepsiCo
PEP
+$103K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$101K

Sector Composition

1 Healthcare 2.67%
2 Consumer Discretionary 2.14%
3 Technology 1.97%
4 Consumer Staples 1.96%
5 Energy 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$707K 0.37%
4,882
27
$693K 0.36%
12,404
-282
28
$689K 0.36%
11,082
-2,204
29
$675K 0.35%
20,700
30
$675K 0.35%
53,680
-11,107
31
$602K 0.31%
5,002
32
$582K 0.3%
43,096
+572
33
$571K 0.3%
4,707
-3,955
34
$547K 0.29%
4,885
35
$521K 0.27%
15,990
36
$477K 0.25%
12,729
37
$471K 0.25%
16,095
38
$456K 0.24%
5,358
39
$454K 0.24%
8,134
40
$441K 0.23%
9,309
+603
41
$423K 0.22%
6,826
-1,240
42
$418K 0.22%
12,808
+1
43
$407K 0.21%
3,945
44
$397K 0.21%
5,564
45
$362K 0.19%
10,300
46
$357K 0.19%
4,405
-230
47
$348K 0.18%
1,279
48
$332K 0.17%
4,364
-274
49
$330K 0.17%
5,782
-160
50
$307K 0.16%
7,940
+1,000
1
2
3 4