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
$169M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.49M
3
+$3.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.64M

Top Sells

1
+$12.7M
2
+$11.5M
3
+$438K
4
EMR icon
Emerson Electric
EMR
+$415K
5
TFC icon
Truist Financial
TFC
+$353K

Sector Composition

1 Healthcare 3.14%
2 Energy 2.9%
3 Technology 2.79%
4 Consumer Staples 2.23%
5 Industrials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$352K 0.21%
4,547
-38
52
$347K 0.21%
11,409
53
$339K 0.2%
4,132
+1,200
54
$329K 0.19%
17,700
-500
55
$324K 0.19%
5,973
56
$324K 0.19%
4,101
-3,610
57
$319K 0.19%
2,307
58
$318K 0.19%
7,564
+1,373
59
$311K 0.18%
12,618
-1,489
60
$310K 0.18%
7,631
-1,416
61
$304K 0.18%
4,883
-48
62
$304K 0.18%
4,288
-820
63
$302K 0.18%
6,522
-1,315
64
$296K 0.18%
3,859
-2,912
65
$292K 0.17%
13,467
-1
66
$288K 0.17%
6,092
-1,808
67
$283K 0.17%
2,458
68
$282K 0.17%
19,581
69
$258K 0.15%
+9,346
70
$251K 0.15%
4,615
-315
71
$250K 0.15%
+2,950
72
$249K 0.15%
1,504
+249
73
$244K 0.14%
1,162
-125
74
$244K 0.14%
+4,960
75
$243K 0.14%
6,940
1 2
3
4