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

Top Buys

1 +$3.05M
2 +$1.59M
3 +$959K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$783K
5
BT
BT Group plc (ADR)
BT
+$757K

Top Sells

1 +$2.49M
2 +$480K
3 +$140K
4
JPM icon
JPMorgan Chase
JPM
+$137K
5
PEP icon
PepsiCo
PEP
+$106K

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