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
$560M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.22M
3
+$1.01M
4
SCHW icon
Charles Schwab
SCHW
+$689K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$599K

Top Sells

1
+$1.87M
2
+$1.51M
3
+$1.5M
4
AAPL icon
Apple
AAPL
+$522K
5
VZ icon
Verizon
VZ
+$385K

Sector Composition

1 Technology 6.33%
2 Healthcare 3.85%
3 Consumer Discretionary 3.61%
4 Financials 3.47%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$892K 0.16%
14,309
-81
52
$848K 0.15%
1,723
53
$847K 0.15%
5,469
+277
54
$846K 0.15%
12,720
+1,000
55
$832K 0.15%
16,012
-7,419
56
$809K 0.14%
3,282
+319
57
$807K 0.14%
10,269
-120
58
$785K 0.14%
4,989
59
$773K 0.14%
3,067
+10
60
$770K 0.14%
1,990
-35
61
$735K 0.13%
4,491
62
$733K 0.13%
11,972
-2,241
63
$720K 0.13%
6,636
-1
64
$720K 0.13%
5,386
-580
65
$719K 0.13%
2,362
+260
66
$710K 0.13%
14,060
+5,945
67
$676K 0.12%
2,989
+793
68
$665K 0.12%
1,435
69
$658K 0.12%
10,997
+4,455
70
$656K 0.12%
5,353
71
$656K 0.12%
3,146
+22
72
$648K 0.12%
1,143
-109
73
$646K 0.12%
7,989
+4,389
74
$643K 0.11%
963
75
$638K 0.11%
21,183
+545
1 2
3
4 5