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
$116M
AUM Growth
+$881K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$1.58M
2 +$540K
3 +$447K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$324K
5
MO icon
Altria Group
MO
+$228K

Top Sells

1 +$654K
2 +$348K
3 +$228K
4
SLB icon
SLB Limited
SLB
+$225K
5
TROW icon
T. Rowe Price
TROW
+$216K

Sector Composition

1 Energy 4.77%
2 Technology 4.35%
3 Healthcare 4.05%
4 Consumer Staples 2.91%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$214K 0.18%
+4,289
77
$209K 0.18%
2,740
-34
78
$207K 0.18%
+1
79
$207K 0.18%
1,746
+36
80
$145K 0.12%
10,250
81
-2,255
82
-450
83
-2,560
84
-2,700