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
$407M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$1.73M
3
+$714K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$536K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$508K

Top Sells

1
+$662K
2
+$449K
3
+$360K
4
STI
SunTrust Banks, Inc.
STI
+$330K
5
CB icon
Chubb
CB
+$315K

Sector Composition

1 Technology 4.67%
2 Financials 4.45%
3 Healthcare 3.99%
4 Consumer Discretionary 3.11%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$906K 0.22%
10,228
-888
52
$905K 0.22%
8,567
-159
53
$845K 0.21%
23,087
+2,217
54
$842K 0.21%
6,766
+390
55
$833K 0.2%
2,832
+914
56
$789K 0.19%
5,762
+615
57
$745K 0.18%
21,149
58
$741K 0.18%
5,880
-19
59
$737K 0.18%
9,663
-1,001
60
$719K 0.18%
2,446
+1,059
61
$712K 0.18%
24,109
-1,058
62
$691K 0.17%
2,010
+548
63
$690K 0.17%
5,383
-31
64
$685K 0.17%
3,252
65
$665K 0.16%
5,517
+435
66
$659K 0.16%
8,137
+1,300
67
$658K 0.16%
6,391
+445
68
$655K 0.16%
4,324
+1,534
69
$655K 0.16%
2,980
+935
70
$653K 0.16%
23,185
-2,540
71
$648K 0.16%
14,579
-4,931
72
$638K 0.16%
10,757
+2,063
73
$633K 0.16%
3,868
+11
74
$624K 0.15%
3,485
-153
75
$621K 0.15%
11,223
-315
1 2
3
4 5