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
$300M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$593K
3
+$527K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$407K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$282K

Top Sells

1
+$650K
2
+$399K
3
+$234K
4
GD icon
General Dynamics
GD
+$219K
5
VZ icon
Verizon
VZ
+$214K

Sector Composition

1 Financials 5.2%
2 Technology 4.62%
3 Consumer Discretionary 4.02%
4 Healthcare 3.87%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$673K 0.22%
8,550
52
$669K 0.22%
5,295
-30
53
$663K 0.22%
7,805
-290
54
$641K 0.21%
8,570
-1,100
55
$620K 0.21%
1,585
-545
56
$591K 0.2%
11,806
-300
57
$588K 0.2%
4,422
58
$584K 0.19%
7,488
-146
59
$573K 0.19%
10,093
-3,089
60
$560K 0.19%
8,679
-180
61
$545K 0.18%
4,015
-80
62
$533K 0.18%
9,560
+880
63
$529K 0.18%
11,444
-900
64
$529K 0.18%
2,223
65
$527K 0.18%
+3,751
66
$518K 0.17%
7,595
-569
67
$502K 0.17%
3,773
-50
68
$494K 0.16%
12,058
+1,510
69
$493K 0.16%
9,774
-25
70
$488K 0.16%
2,890
71
$487K 0.16%
12,908
-1,892
72
$487K 0.16%
13,366
73
$483K 0.16%
6,177
+80
74
$479K 0.16%
3,945
75
$475K 0.16%
6,750
+570
1 2
3
4 5