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
$407M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$1.73M
3
+$714K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$536K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$508K

Top Sells

1
+$662K
2
+$449K
3
+$360K
4
STI
SunTrust Banks, Inc.
STI
+$330K
5
CB icon
Chubb
CB
+$315K

Sector Composition

1 Technology 4.67%
2 Financials 4.45%
3 Healthcare 3.99%
4 Consumer Discretionary 3.11%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.45%
21,630
-218
27
$1.64M 0.4%
55,791
+5,208
28
$1.64M 0.4%
11,228
+533
29
$1.63M 0.4%
26,868
+1,464
30
$1.62M 0.4%
8,364
+637
31
$1.62M 0.4%
36,722
-1,658
32
$1.6M 0.39%
18,496
-839
33
$1.56M 0.38%
22,384
-698
34
$1.55M 0.38%
16,598
+355
35
$1.51M 0.37%
7,363
-5
36
$1.46M 0.36%
23,776
+3,035
37
$1.32M 0.32%
13,972
+1,239
38
$1.26M 0.31%
8,667
+2,393
39
$1.22M 0.3%
57,841
+2,944
40
$1.2M 0.29%
14,424
+850
41
$1.19M 0.29%
13,020
+866
42
$1.18M 0.29%
24,607
+1,425
43
$1.07M 0.26%
5,394
-118
44
$1.03M 0.25%
22,895
+75
45
$989K 0.24%
15,402
+3,190
46
$976K 0.24%
17,279
+6,383
47
$952K 0.23%
74,322
+36
48
$949K 0.23%
7,602
+61
49
$925K 0.23%
6,394
-30
50
$916K 0.23%
9,640
+1,020
1
2
3 4 5