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
$178M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$1.77M
2 +$1.51M
3 +$918K
4
AMZN icon
Amazon
AMZN
+$744K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$553K

Top Sells

1 +$2.78M
2 +$264K
3 +$251K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$248K
5
SCHW icon
Charles Schwab
SCHW
+$244K

Sector Composition

1 Healthcare 2.75%
2 Consumer Discretionary 2.21%
3 Technology 2.15%
4 Consumer Staples 2.1%
5 Energy 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,188
77
-18,561
78
-7,409
79
-2,629
80
-2,606