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
$273M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.12M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$989K
5
HD icon
Home Depot
HD
+$868K

Top Sells

1
+$1.08M
2
+$659K
3
+$645K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$455K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$431K

Sector Composition

1 Financials 4.29%
2 Technology 4.16%
3 Healthcare 3.6%
4 Consumer Staples 3.31%
5 Consumer Discretionary 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.44%
14,522
+6,705
27
$1.18M 0.43%
25,615
+12,872
28
$1.18M 0.43%
8,009
+1,092
29
$1.17M 0.43%
67,084
+27,904
30
$1.16M 0.42%
11,991
+3,945
31
$1.12M 0.41%
+6,342
32
$1.11M 0.41%
28,320
-1,388
33
$1.06M 0.39%
20,097
+9,454
34
$995K 0.36%
10,093
-590
35
$977K 0.36%
4,962
+2,571
36
$972K 0.36%
23,714
+10,471
37
$967K 0.35%
5,618
+1,490
38
$909K 0.33%
10,627
+4,407
39
$905K 0.33%
6,607
+687
40
$858K 0.31%
7,529
+5,012
41
$809K 0.3%
30,505
+14,410
42
$766K 0.28%
8,332
+2,795
43
$762K 0.28%
+9,060
44
$720K 0.26%
24,505
+6,287
45
$710K 0.26%
9,944
+5,165
46
$706K 0.26%
18,428
+9,600
47
$703K 0.26%
17,565
+2,765
48
$702K 0.26%
13,074
+7,606
49
$698K 0.26%
5,141
50
$674K 0.25%
4,967
+3,015
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