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
$204M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.57M
3
+$490K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$244K
5
VTRS icon
Viatris
VTRS
+$229K

Top Sells

1
+$3.87M
2
+$1.5M
3
+$776K
4
WFC icon
Wells Fargo
WFC
+$421K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$397K

Sector Composition

1 Healthcare 2.29%
2 Technology 2.17%
3 Consumer Discretionary 2.1%
4 Financials 1.72%
5 Energy 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$317K 0.16%
10,492
52
$314K 0.15%
11,400
53
$309K 0.15%
8,525
+5
54
$297K 0.15%
13,467
55
$295K 0.14%
7,860
56
$291K 0.14%
3,458
+1
57
$289K 0.14%
3,365
-453
58
$269K 0.13%
6,820
59
$269K 0.13%
3,391
60
$265K 0.13%
2,293
61
$262K 0.13%
2,228
+1
62
$257K 0.13%
6,500
63
$251K 0.12%
3,464
64
$244K 0.12%
+6,821
65
$240K 0.12%
4,322
-1,000
66
$235K 0.12%
4,680
+1
67
$234K 0.11%
6,060
68
$229K 0.11%
8,300
-940
69
$229K 0.11%
+6,011
70
$219K 0.11%
+5,175
71
$218K 0.11%
3,251
72
$216K 0.11%
2,779
73
$213K 0.1%
1,612
74
$213K 0.1%
+13,232
75
$210K 0.1%
+3,099
1 2
3
4