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
$154M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$4.49M
3
+$2.16M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$976K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$848K

Top Sells

1
+$767K
2
+$269K
3
+$260K
4
MCHP icon
Microchip Technology
MCHP
+$235K
5
NVS icon
Novartis
NVS
+$217K

Sector Composition

1 Energy 3.67%
2 Healthcare 3.24%
3 Technology 3.06%
4 Consumer Staples 2.42%
5 Financials 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$231K 0.15%
3,174
-200
77
$231K 0.15%
7,755
-416
78
$227K 0.15%
1,649
-97
79
$226K 0.15%
100
+99
80
$223K 0.14%
+2,932
81
$210K 0.14%
+1,255
82
– –
0
83
$201K 0.13%
+5,175
84
$141K 0.09%
10,250
85
– –
-6,424
86
– –
-26,152
87
– –
-7,528
88
– –
-9,946
89
– –
-2,740
90
– –
-2,570
1 2 3
4