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
$230M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$624K
3
+$511K
4
DD icon
DuPont de Nemours
DD
+$510K
5
AXP icon
American Express
AXP
+$339K

Top Sells

1
+$4.71M
2
+$865K
3
+$738K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$738K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$607K

Sector Composition

1 Technology 2.82%
2 Financials 2.58%
3 Healthcare 2.57%
4 Industrials 2.45%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$867K 0.38%
6,559
+1,341
27
$816K 0.35%
6,275
+791
28
$768K 0.33%
5,920
+81
29
$761K 0.33%
30,206
-187,098
30
$715K 0.31%
8,046
+500
31
$660K 0.29%
39,180
-2,084
32
– –
0
33
$647K 0.28%
4,128
+239
34
$632K 0.27%
4,689
35
$594K 0.26%
7,817
36
$570K 0.25%
14,800
+890
37
$567K 0.25%
5,141
38
$562K 0.24%
15,116
+3,000
39
$539K 0.23%
18,218
+4,799
40
$535K 0.23%
13,243
41
$527K 0.23%
10,643
-892
42
$510K 0.22%
+3,650
43
$509K 0.22%
7,164
44
$504K 0.22%
5,537
+1,718
45
$485K 0.21%
12,743
+799
46
$468K 0.2%
3,945
47
$463K 0.2%
6,220
+766
48
$456K 0.2%
2,791
+562
49
$455K 0.2%
5,698
+235
50
$420K 0.18%
16,095
1
2
3 4 5