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
$230M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$624K
3
+$511K
4
DD icon
DuPont de Nemours
DD
+$510K
5
AXP icon
American Express
AXP
+$339K

Top Sells

1
+$4.71M
2
+$865K
3
+$738K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$738K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$607K

Sector Composition

1 Technology 2.82%
2 Financials 2.58%
3 Healthcare 2.57%
4 Industrials 2.45%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$420K 0.18%
2,391
52
$416K 0.18%
1,274
53
$388K 0.17%
5,669
-435
54
$371K 0.16%
6,923
+732
55
$349K 0.15%
3,196
+509
56
$348K 0.15%
6,719
57
$346K 0.15%
1,204
58
$346K 0.15%
1,764
59
$345K 0.15%
4,311
+585
60
$339K 0.15%
+3,752
61
$334K 0.15%
5,468
+1,805
62
$333K 0.14%
+4,307
63
$329K 0.14%
5,939
64
$318K 0.14%
3,366
+1
65
$315K 0.14%
1,395
66
$309K 0.13%
11,040
-360
67
$306K 0.13%
2,606
+1
68
$303K 0.13%
4,779
+280
69
$297K 0.13%
8,828
+199
70
$291K 0.13%
2,951
+131
71
$290K 0.13%
6,040
+300
72
$280K 0.12%
3,464
73
$279K 0.12%
1,098
-74
74
$275K 0.12%
1,888
+95
75
$265K 0.12%
2,517
1 2
3
4 5