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
$191M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$1.58M
3 +$950K
4
BT
BT Group plc (ADR)
BT
+$854K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$780K

Top Sells

1 +$449K
2 +$146K
3 +$138K
4
PEP icon
PepsiCo
PEP
+$103K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$101K

Sector Composition

1 Healthcare 2.67%
2 Consumer Discretionary 2.14%
3 Technology 1.97%
4 Consumer Staples 1.96%
5 Energy 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$204K 0.11%
+4,679
77
$201K 0.11%
+3,649
78
$125K 0.07%
10,000