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

Top Buys

1
+$15.6M
2
+$3.65M
3
+$1.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$394K
5
GM icon
General Motors
GM
+$243K

Top Sells

1
+$11.1M
2
+$6.95M
3
+$1.98M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.74M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.12M

Sector Composition

1 Healthcare 3.04%
2 Technology 2.06%
3 Consumer Staples 2%
4 Financials 1.94%
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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-3,174
78
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-1,855
79
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-3,565
80
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-3,507
81
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-9,120
82
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-7,564
83
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-1,504
84
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-2,473
85
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0
86
– –
-100,000
87
– –
0
1 2 3
4