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
$191M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.59M
3
+$959K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$783K
5
BT
BT Group plc (ADR)
BT
+$757K

Top Sells

1
+$2.49M
2
+$480K
3
+$140K
4
JPM icon
JPMorgan Chase
JPM
+$137K
5
PEP icon
PepsiCo
PEP
+$106K

Sector Composition

1 Healthcare 2.67%
2 Consumer Discretionary 2.14%
3 Technology 1.97%
4 Consumer Staples 1.96%
5 Energy 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$301K 0.16%
3,557
-20
52
$298K 0.16%
10,386
+1,101
53
$293K 0.15%
3,464
54
$289K 0.15%
8,816
+5
55
$287K 0.15%
5,613
56
$281K 0.15%
9,921
+670
57
$278K 0.15%
3,651
-346
58
$277K 0.14%
13,467
59
$272K 0.14%
11,400
-1,275
60
$272K 0.14%
3,843
-200
61
$257K 0.13%
8,153
62
$254K 0.13%
3,117
63
$250K 0.13%
6,820
64
$238K 0.12%
2,779
65
$236K 0.12%
9,240
-3,060
66
$236K 0.12%
2,393
+41
67
$227K 0.12%
4,997
68
$226K 0.12%
2,151
-299
69
$217K 0.11%
6,260
+140
70
$214K 0.11%
3,099
-500
71
$211K 0.11%
+1,612
72
$211K 0.11%
3,027
+1
73
$211K 0.11%
5,998
-2,832
74
$209K 0.11%
+2,590
75
$209K 0.11%
2,510
1 2
3
4