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

Top Buys

1
+$1.59M
2
+$526K
3
+$441K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$339K
5
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
+$213K

Top Sells

1
+$674K
2
+$348K
3
+$228K
4
SLB icon
SLB Ltd
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 Financials 2.86%
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
1 2 3
4