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
$154M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$2.12M
3
+$1.01M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$824K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$542K

Top Sells

1
+$767K
2
+$269K
3
+$260K
4
MCHP icon
Microchip Technology
MCHP
+$235K
5
NVS icon
Novartis
NVS
+$217K

Sector Composition

1 Energy 3.67%
2 Healthcare 3.24%
3 Technology 3.06%
4 Consumer Staples 2.42%
5 Financials 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$399K 0.26%
11,020
52
$393K 0.26%
5,108
-323
53
$377K 0.24%
8,923
-4
54
$358K 0.23%
14,107
-309
55
$353K 0.23%
7,837
+411
56
$353K 0.23%
9,086
-1,855
57
$347K 0.23%
4,585
58
$344K 0.22%
11,409
-800
59
$341K 0.22%
4,931
-467
60
$338K 0.22%
1,279
61
$324K 0.21%
7,900
+1,860
62
$318K 0.21%
5,973
-433
63
$317K 0.21%
2,307
-1,350
64
$310K 0.2%
1,287
-165
65
$288K 0.19%
10,542
-26
66
$288K 0.19%
13,468
67
$282K 0.18%
18,200
-3,700
68
$282K 0.18%
6,683
+2,394
69
$275K 0.18%
2,458
-100
70
$270K 0.18%
4,930
-1,038
71
$266K 0.17%
19,581
72
$264K 0.17%
2,852
73
$262K 0.17%
+6,191
74
$246K 0.16%
4,988
+18
75
$238K 0.15%
6,940
-390
1 2
3
4