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
$560M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.22M
3
+$1.01M
4
SCHW icon
Charles Schwab
SCHW
+$689K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$599K

Top Sells

1
+$1.87M
2
+$1.51M
3
+$1.5M
4
AAPL icon
Apple
AAPL
+$522K
5
VZ icon
Verizon
VZ
+$385K

Sector Composition

1 Technology 6.33%
2 Healthcare 3.85%
3 Consumer Discretionary 3.61%
4 Financials 3.47%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.34%
7,150
-59
27
$1.9M 0.34%
7,073
+110
28
$1.83M 0.33%
7,585
+2,337
29
$1.79M 0.32%
17,021
-31
30
$1.74M 0.31%
5,180
-38
31
$1.62M 0.29%
9,450
-230
32
$1.59M 0.28%
63,913
+1,000
33
$1.57M 0.28%
24,740
+631
34
$1.53M 0.27%
31,869
-145
35
$1.43M 0.26%
2,841
-180
36
$1.37M 0.24%
2,413
37
$1.36M 0.24%
26,564
+6,206
38
$1.33M 0.24%
25,859
+747
39
$1.31M 0.23%
9,687
-2,040
40
$1.3M 0.23%
7,963
-230
41
$1.28M 0.23%
16,689
-456
42
$1.22M 0.22%
8,989
+250
43
$1.15M 0.21%
2,766
-25
44
$1.13M 0.2%
13,423
+8,197
45
$1.11M 0.2%
58,902
+1,122
46
$1.1M 0.2%
7,640
-300
47
$1.07M 0.19%
6,194
-232
48
$1M 0.18%
4,668
+300
49
$960K 0.17%
3,475
-21
50
$896K 0.16%
17,793
+660
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2
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