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
$169M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.49M
3
+$3.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.64M

Top Sells

1
+$12.7M
2
+$11.5M
3
+$438K
4
EMR icon
Emerson Electric
EMR
+$415K
5
TFC icon
Truist Financial
TFC
+$353K

Sector Composition

1 Healthcare 3.14%
2 Energy 2.9%
3 Technology 2.79%
4 Consumer Staples 2.23%
5 Industrials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$235K 0.14%
3,174
77
$227K 0.13%
1,649
78
$220K 0.13%
+2,983
79
$216K 0.13%
+2,312
80
$215K 0.13%
+15,792
81
$211K 0.12%
5,210
-3,713
82
– –
0
83
$207K 0.12%
+2,565
84
$205K 0.12%
+5,435
85
$201K 0.12%
+8,220
86
$129K 0.08%
10,000
-250
87
$128K 0.08%
+100,000
88
– –
-100
89
– –
-6,720
90
– –
-10,542
91
– –
-4,988
92
– –
-5,175
93
– –
-9,086
94
– –
0
95
– –
-7,755
96
– –
-6,683
1 2 3
4