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
$167M
AUM Growth
-$1.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$2.21M
3
+$1.97M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$967K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$685K

Top Sells

1
+$4.55M
2
+$240K
3
+$209K
4
RTX icon
RTX Corp
RTX
+$208K
5
MS icon
Morgan Stanley
MS
+$201K

Sector Composition

1 Healthcare 3.09%
2 Technology 2.55%
3 Energy 2.35%
4 Consumer Staples 2.07%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$216K 0.13%
2,425
+113
77
$214K 0.13%
+2,665
78
$211K 0.13%
2,535
-415
79
$209K 0.13%
7,564
80
$98K 0.06%
10,000
81
$46K 0.03%
100,000
82
– –
-6,542
83
– –
-1,619
84
– –
-5,175
85
– –
-2,983
86
– –
-356,580
87
– –
-4,960
1 2 3
4