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
$170M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$3.71M
3
+$1.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$375K
5
GM icon
General Motors
GM
+$248K

Top Sells

1
+$6.95M
2
+$2.08M
3
+$1.75M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.13M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$832K

Sector Composition

1 Healthcare 3.04%
2 Financials 2.1%
3 Technology 2.06%
4 Consumer Staples 2%
5 Energy 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$96K 0.06%
10,000
77
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-9,120
78
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-7,564
79
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-1,504
80
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-2,473
81
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0
82
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-3,174
83
– –
-1,855
84
– –
-3,565
85
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-3,507
86
– –
-100,000
87
– –
0
1 2 3
4