EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$3.71M
3
+$1.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$375K
5
GM icon
General Motors
GM
+$248K

Top Sells

1
+$6.95M
2
+$2.08M
3
+$1.75M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.13M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$832K

Sector Composition

1 Healthcare 3.04%
2 Financials 2.1%
3 Technology 2.06%
4 Consumer Staples 2%
5 Energy 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$297K 0.17%
3,117
+692
52
$292K 0.17%
3,665
+1,000
53
$291K 0.17%
4,043
-59
54
$279K 0.16%
4,097
-450
55
$274K 0.16%
12,675
-2,190
56
$271K 0.16%
8,278
-60,491
57
$270K 0.16%
13,467
58
$264K 0.16%
5,882
-540
59
$256K 0.15%
9,418
-4,480
60
$251K 0.15%
1,080
61
$248K 0.15%
18,561
-8,331
62
$246K 0.14%
6,940
63
$246K 0.14%
2,052
-479
64
$244K 0.14%
7,409
-4,000
65
$243K 0.14%
+7,146
66
$242K 0.14%
5,188
+466
67
$237K 0.14%
6,820
-4,200
68
$232K 0.14%
5,397
-75
69
$228K 0.13%
+2,606
70
$225K 0.13%
2,645
+110
71
$220K 0.13%
2,449
-887
72
$220K 0.13%
3,026
-1,238
73
$217K 0.13%
3,640
-2,233
74
$209K 0.12%
+3,599
75
$204K 0.12%
+2,629
1 2
3
4