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
$273M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.12M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$989K
5
HD icon
Home Depot
HD
+$868K

Top Sells

1
+$1.08M
2
+$659K
3
+$645K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$455K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$431K

Sector Composition

1 Financials 4.29%
2 Technology 4.16%
3 Healthcare 3.6%
4 Consumer Staples 3.31%
5 Consumer Discretionary 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$659K 0.24%
4,569
-120
52
$634K 0.23%
4,410
+760
53
$593K 0.22%
+13,502
54
$553K 0.2%
6,884
+3,309
55
$549K 0.2%
+14,420
56
$547K 0.2%
+5,490
57
$546K 0.2%
4,362
+1,756
58
– –
0
59
$525K 0.19%
15,116
60
$520K 0.19%
20,806
-9,400
61
$514K 0.19%
6,344
+3,694
62
$512K 0.19%
9,559
+2,636
63
$508K 0.19%
7,164
64
$491K 0.18%
3,945
65
$485K 0.18%
6,128
+430
66
$470K 0.17%
4,737
+985
67
$462K 0.17%
4,423
+2,535
68
$460K 0.17%
+4,290
69
$450K 0.16%
+4,900
70
$449K 0.16%
+8,784
71
$448K 0.16%
+2,845
72
$440K 0.16%
1,274
73
$434K 0.16%
+2,458
74
$421K 0.15%
7,095
+376
75
$409K 0.15%
1,640
+245
1 2
3
4 5