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
$199M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$852K
3
+$765K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$476K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$470K

Top Sells

1
+$1.41M
2
+$757K
3
+$345K
4
MO icon
Altria Group
MO
+$214K
5
TGT icon
Target
TGT
+$211K

Sector Composition

1 Healthcare 2.36%
2 Consumer Discretionary 2.28%
3 Technology 2.11%
4 Energy 1.66%
5 Financials 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,099
77
– –
-3,027
78
– –
-5,998
79
– –
-2,510
80
– –
-27,190
1 2 3
4