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EWM

Evermay Wealth Management Portfolio holdings

AUM $902M
1-Year Est. Return 14.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.76%
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
+$1.25M
2
+$1.2M
3
+$1.02M
4
SCHW
Charles Schwab
SCHW
+$663K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$596K

Top Sells

1
+$1.81M
2
+$1.46M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$465K
5
VZ icon
Verizon
VZ
+$387K

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
501
$1K ﹤0.01%
40
502
$1K ﹤0.01%
9
503
$1K ﹤0.01%
71
504
– –
0
505
– –
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506
$0 ﹤0.01%
+9
507
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517
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518
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521
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