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
$309M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$4.76M
3
+$2.98M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.89M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$1.06M

Top Sells

1
+$2.67M
2
+$1.02M
3
+$442K
4
EOG icon
EOG Resources
EOG
+$407K
5
C icon
Citigroup
C
+$359K

Sector Composition

1 Healthcare 4.22%
2 Financials 4.09%
3 Technology 3.57%
4 Consumer Discretionary 3.16%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$663K 0.21%
26,945
+1,240
52
$640K 0.21%
+64,074
53
$640K 0.21%
16,795
-4,547
54
$582K 0.19%
+5,830
55
$567K 0.18%
22,995
+96
56
$552K 0.18%
2,103
57
$544K 0.18%
7,195
+295
58
$542K 0.18%
7,895
-375
59
$541K 0.18%
5,985
-300
60
$532K 0.17%
4,886
-35
61
$529K 0.17%
4,876
-244
62
$503K 0.16%
3,763
-100
63
$492K 0.16%
5,166
+1,380
64
$486K 0.16%
8,591
+673
65
$485K 0.16%
6,177
66
$483K 0.16%
11,156
+2,707
67
$483K 0.16%
3,784
+43
68
$472K 0.15%
10,335
-996
69
$460K 0.15%
21,328
+3,281
70
$453K 0.15%
2,890
71
$441K 0.14%
3,972
+27
72
$437K 0.14%
3,440
-1,675
73
$436K 0.14%
8,833
-100
74
$429K 0.14%
4,671
-425
75
$423K 0.14%
8,160
-300
1 2
3
4 5