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
$178M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.51M
3
+$918K
4
AMZN icon
Amazon
AMZN
+$744K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$553K

Top Sells

1
+$2.78M
2
+$264K
3
+$251K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$248K
5
SCHW icon
Charles Schwab
SCHW
+$244K

Sector Composition

1 Healthcare 2.75%
2 Consumer Discretionary 2.21%
3 Technology 2.15%
4 Consumer Staples 2.1%
5 Energy 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$305K 0.17%
8,830
+552
52
$294K 0.16%
3,577
-499
53
$291K 0.16%
9,251
+2,105
54
$290K 0.16%
12,675
55
$285K 0.16%
8,811
+5
56
$277K 0.16%
3,997
-100
57
$275K 0.15%
4,043
58
$272K 0.15%
6,940
59
$269K 0.15%
13,467
60
$264K 0.15%
9,285
-133
61
$264K 0.15%
3,117
62
$249K 0.14%
3,026
63
$246K 0.14%
+8,153
64
$246K 0.14%
6,820
65
$239K 0.13%
3,464
-176
66
$235K 0.13%
2,352
+300
67
$234K 0.13%
2,450
+1
68
$232K 0.13%
4,997
-400
69
$228K 0.13%
+6,120
70
$226K 0.13%
3,599
71
$224K 0.13%
+2,779
72
$211K 0.12%
2,510
-135
73
$118K 0.07%
10,000
74
– –
-1,080
75
– –
-5,882
1 2
3
4