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
$204M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.57M
3
+$490K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$244K
5
VTRS icon
Viatris
VTRS
+$229K

Top Sells

1
+$3.87M
2
+$1.5M
3
+$776K
4
WFC icon
Wells Fargo
WFC
+$421K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$397K

Sector Composition

1 Healthcare 2.29%
2 Technology 2.17%
3 Consumer Discretionary 2.1%
4 Financials 1.72%
5 Energy 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$207K 0.1%
4,997
77
$206K 0.1%
3,663
-188
78
$203K 0.1%
7,443
-860
79
$200K 0.1%
+1,947
80
$200K 0.1%
+4,261
81
$116K 0.06%
10,000
82
– –
-9,518
1 2 3
4