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
$273M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.12M
3
+$1.02M
4
AAPL icon
Apple
AAPL
+$977K
5
DUK icon
Duke Energy
DUK
+$791K

Top Sells

1
+$1.05M
2
+$628K
3
+$443K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$421K
5
SBUX icon
Starbucks
SBUX
+$259K

Sector Composition

1 Financials 4.37%
2 Technology 4.16%
3 Healthcare 3.6%
4 Consumer Staples 3.31%
5 Consumer Discretionary 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$402K 0.15%
8,768
+3,071
77
$396K 0.15%
5,632
-37
78
$396K 0.15%
+8,676
79
$396K 0.15%
+7,959
80
$393K 0.14%
2,672
+845
81
$387K 0.14%
1,311
+213
82
$379K 0.14%
+4,925
83
$377K 0.14%
+4,775
84
$373K 0.14%
+5,010
85
$367K 0.13%
1,973
+405
86
$363K 0.13%
3,096
-100
87
$360K 0.13%
+1,598
88
$352K 0.13%
+18,225
89
$342K 0.13%
4,311
90
$338K 0.12%
6,621
91
$336K 0.12%
+11,384
92
$334K 0.12%
1,514
-250
93
$327K 0.12%
+7,450
94
$322K 0.12%
3,366
95
$321K 0.12%
6,140
+100
96
$317K 0.12%
3,464
97
$313K 0.11%
11,556
-76
98
$312K 0.11%
5,539
-400
99
$310K 0.11%
+3,796
100
$307K 0.11%
+1,753
2 3
4
5 6