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
$167M
AUM Growth
-$1.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$2.08M
3
+$1.97M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$914K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$636K

Top Sells

1
+$10.6M
2
+$9.29M
3
+$4.55M
4
ETP
Energy Transfer Partners L.p.
ETP
+$352K
5
WPZ
Williams Partners L.P.
WPZ
+$240K

Sector Composition

1 Healthcare 3.09%
2 Technology 2.55%
3 Energy 2.35%
4 Consumer Staples 2.07%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$338K 0.2%
5,942
+70
52
$335K 0.2%
4,264
+132
53
$326K 0.2%
11,409
54
$323K 0.19%
5,873
55
$321K 0.19%
13,910
-2,390
56
$319K 0.19%
12,957
+339
57
$318K 0.19%
1,279
58
$312K 0.19%
14,865
-450
59
$308K 0.18%
4,547
60
$291K 0.17%
9,120
61
$286K 0.17%
4,102
+1
62
$274K 0.16%
2,531
+73
63
$263K 0.16%
3,336
-996
64
$263K 0.16%
13,467
65
$261K 0.16%
3,174
66
$258K 0.15%
6,422
67
$252K 0.15%
3,507
68
$251K 0.15%
3,565
69
$248K 0.15%
6,940
70
$248K 0.15%
1,080
71
$243K 0.15%
+1,855
72
$237K 0.14%
1,504
73
$226K 0.14%
4,722
-164
74
$220K 0.13%
5,472
+262
75
$219K 0.13%
2,473
+119
1 2
3
4