EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$2.86M
3
+$2.08M
4
XOM icon
Exxon Mobil
XOM
+$1.81M
5
GE icon
GE Aerospace
GE
+$1.06M

Top Sells

1
+$982K
2
+$848K
3
+$717K
4
DHR icon
Danaher
DHR
+$409K
5
SBUX icon
Starbucks
SBUX
+$400K

Sector Composition

1 Energy 4.58%
2 Healthcare 4.18%
3 Technology 4.17%
4 Industrials 2.99%
5 Financials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$216K 0.19%
2,560
-1,645
77
$211K 0.18%
+2,604
78
$205K 0.18%
+1,710
79
$200K 0.17%
+2,700
80
$159K 0.14%
10,250
81
– –
-4,638
82
– –
-32,390
1 2 3
4