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
$354M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$993K
3
+$722K
4
DIS icon
Walt Disney
DIS
+$329K
5
D icon
Dominion Energy
D
+$302K

Top Sells

1
+$276K
2
+$236K
3
+$218K
4
FDX icon
FedEx
FDX
+$200K
5
NSC icon
Norfolk Southern
NSC
+$145K

Sector Composition

1 Healthcare 4.11%
2 Financials 3.98%
3 Technology 3.79%
4 Consumer Discretionary 3.21%
5 Industrials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$811K 0.23%
71,538
+7,464
52
$800K 0.23%
5,832
53
$779K 0.22%
7,489
-723
54
$728K 0.21%
17,120
+325
55
$673K 0.19%
5,830
56
$628K 0.18%
7,795
-100
57
$617K 0.17%
22,370
-625
58
$604K 0.17%
2,103
59
$600K 0.17%
3,798
+35
60
$590K 0.17%
4,787
-99
61
$576K 0.16%
5,185
+2,965
62
$575K 0.16%
24,257
+2,929
63
$564K 0.16%
8,030
-561
64
$554K 0.16%
5,066
-100
65
$550K 0.16%
3,799
+15
66
$545K 0.15%
5,190
-795
67
$542K 0.15%
2,745
-145
68
$538K 0.15%
11,556
+400
69
$531K 0.15%
6,495
-700
70
$516K 0.15%
4,614
+640
71
$502K 0.14%
8,560
+400
72
$500K 0.14%
10,044
-297
73
$496K 0.14%
7,920
+835
74
$493K 0.14%
10,235
-100
75
$492K 0.14%
6,177
1 2
3
4 5