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
$354M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$993K
3
+$722K
4
DIS icon
Walt Disney
DIS
+$329K
5
D icon
Dominion Energy
D
+$302K

Top Sells

1
+$276K
2
+$236K
3
+$218K
4
FDX icon
FedEx
FDX
+$200K
5
NSC icon
Norfolk Southern
NSC
+$145K

Sector Composition

1 Healthcare 4.11%
2 Financials 3.98%
3 Technology 3.79%
4 Consumer Discretionary 3.21%
5 Industrials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 0.49%
8,961
-520
27
$1.67M 0.47%
22,318
28
$1.58M 0.45%
8,453
-775
29
$1.55M 0.44%
28,896
-122
30
$1.51M 0.43%
19,068
-629
31
$1.4M 0.39%
49,541
+8,314
32
$1.36M 0.39%
8,185
-639
33
$1.27M 0.36%
23,592
-779
34
$1.27M 0.36%
26,348
+140
35
$1.18M 0.33%
13,937
+380
36
$1.12M 0.32%
13,925
-835
37
$1.1M 0.31%
5,457
+210
38
$1.08M 0.3%
11,981
+1
39
$1.08M 0.3%
53,780
+430
40
$1.05M 0.3%
17,718
+3,945
41
$1.04M 0.3%
13,633
+3,938
42
$1.01M 0.29%
5,323
-80
43
$990K 0.28%
12,205
+1,772
44
$966K 0.27%
5,560
-221
45
$925K 0.26%
24,936
+2,500
46
$920K 0.26%
9,372
+6
47
$918K 0.26%
22,955
+1,650
48
$863K 0.24%
6,398
+209
49
$842K 0.24%
28,945
+2,000
50
$818K 0.23%
6,226
+1,350
1
2
3 4 5