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
$360M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$293K
3
+$252K
4
TGT icon
Target
TGT
+$227K
5
TOWN icon
Towne Bank
TOWN
+$220K

Top Sells

1
+$826K
2
+$598K
3
+$453K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$442K
5
AMZN icon
Amazon
AMZN
+$386K

Sector Composition

1 Financials 4.14%
2 Healthcare 3.98%
3 Technology 3.82%
4 Consumer Discretionary 3.2%
5 Industrials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.47%
21,908
-410
27
$1.63M 0.45%
11,712
-1,108
28
$1.61M 0.45%
8,077
-376
29
$1.53M 0.43%
7,953
-232
30
$1.52M 0.42%
18,994
-74
31
$1.4M 0.39%
49,751
+210
32
$1.39M 0.39%
29,083
+187
33
$1.35M 0.38%
6,343
+886
34
$1.34M 0.37%
15,652
+1,715
35
$1.32M 0.37%
25,824
-524
36
$1.21M 0.34%
22,167
-1,425
37
$1.11M 0.31%
53,310
-470
38
$1.06M 0.3%
12,031
+50
39
$1.06M 0.29%
13,674
+41
40
$1.02M 0.28%
4,926
-397
41
$1.02M 0.28%
17,820
+102
42
$1M 0.28%
12,205
43
$935K 0.26%
12,854
-1,071
44
$934K 0.26%
9,378
+6
45
$928K 0.26%
21,955
-1,000
46
$889K 0.25%
5,982
-244
47
$863K 0.24%
73,386
+1,848
48
$849K 0.24%
22,046
-2,890
49
$820K 0.23%
7,477
-12
50
$777K 0.22%
5,197
-635
1
2
3 4 5