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
$204M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.57M
3
+$490K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$244K
5
VTRS icon
Viatris
VTRS
+$229K

Top Sells

1
+$3.87M
2
+$1.5M
3
+$776K
4
WFC icon
Wells Fargo
WFC
+$421K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$397K

Sector Composition

1 Healthcare 2.29%
2 Technology 2.17%
3 Consumer Discretionary 2.1%
4 Financials 1.72%
5 Energy 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$674K 0.33%
43,824
+736
27
$651K 0.32%
53,684
+2
28
$621K 0.3%
11,641
-931
29
$618K 0.3%
20,700
30
$589K 0.29%
12,729
31
$579K 0.28%
5,358
32
$542K 0.27%
4,707
33
$539K 0.26%
7,817
-214
34
$492K 0.24%
4,457
-233
35
$485K 0.24%
14,060
36
$473K 0.23%
3,889
-530
37
$442K 0.22%
3,945
38
$435K 0.21%
16,095
39
$427K 0.21%
6,826
40
$413K 0.2%
4,997
41
$386K 0.19%
6,684
-775
42
$386K 0.19%
1,279
43
$378K 0.18%
3,228
44
$365K 0.18%
5,871
-157
45
$355K 0.17%
8,960
-960
46
$350K 0.17%
4,405
47
$346K 0.17%
9,941
-280
48
$344K 0.17%
5,564
49
$330K 0.16%
4,364
50
$325K 0.16%
10,105
+2
1
2
3 4