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
$300M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$593K
3
+$527K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$407K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$282K

Top Sells

1
+$650K
2
+$399K
3
+$234K
4
GD icon
General Dynamics
GD
+$219K
5
VZ icon
Verizon
VZ
+$214K

Sector Composition

1 Financials 5.2%
2 Technology 4.62%
3 Consumer Discretionary 4.02%
4 Healthcare 3.87%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.48%
29,154
-989
27
$1.41M 0.47%
32,758
+334
28
$1.39M 0.46%
10,501
+170
29
$1.3M 0.43%
22,464
30
$1.28M 0.43%
8,478
-91
31
$1.28M 0.43%
11,537
-43
32
$1.14M 0.38%
19,660
-577
33
$1.06M 0.35%
7,939
-293
34
$1.05M 0.35%
6,394
-476
35
$1.01M 0.34%
12,797
-918
36
$996K 0.33%
5,335
-195
37
$987K 0.33%
10,099
38
$933K 0.31%
23,691
+237
39
$924K 0.31%
5,896
-175
40
$907K 0.3%
21,712
41
$879K 0.29%
19,340
-600
42
$868K 0.29%
31,365
-280
43
$797K 0.27%
5,167
44
$776K 0.26%
15,434
-4,260
45
$773K 0.26%
18,307
+5,549
46
$720K 0.24%
11,034
-1,995
47
$713K 0.24%
5,827
48
$712K 0.24%
7,750
-460
49
$696K 0.23%
21,226
-197
50
$678K 0.23%
24,049
+50
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2
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