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
$360M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$293K
3
+$252K
4
TGT icon
Target
TGT
+$227K
5
TOWN icon
Towne Bank
TOWN
+$220K

Top Sells

1
+$826K
2
+$598K
3
+$453K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$442K
5
AMZN icon
Amazon
AMZN
+$386K

Sector Composition

1 Financials 4.14%
2 Healthcare 3.98%
3 Technology 3.82%
4 Consumer Discretionary 3.2%
5 Industrials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$743K 0.21%
25,725
-3,220
52
$737K 0.2%
5,279
+94
53
$709K 0.2%
5,376
-1,022
54
$692K 0.19%
16,259
-861
55
$691K 0.19%
5,830
56
$676K 0.19%
8,120
+325
57
$635K 0.18%
21,904
-466
58
$635K 0.18%
25,103
+846
59
$634K 0.18%
3,698
-100
60
$629K 0.17%
5,051
+264
61
$624K 0.17%
5,056
-10
62
$622K 0.17%
9,323
+3,775
63
$606K 0.17%
9,320
+1,400
64
$585K 0.16%
6,451
-44
65
$582K 0.16%
2,063
-40
66
$576K 0.16%
3,838
+39
67
$555K 0.15%
11,303
-253
68
$549K 0.15%
2,672
-73
69
$536K 0.15%
7,851
-179
70
$526K 0.15%
10,044
71
$517K 0.14%
4,671
72
$505K 0.14%
3,972
73
$493K 0.14%
3,615
+250
74
$493K 0.14%
6,359
-266
75
$491K 0.14%
2,967
-37
1 2
3
4 5