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

Top Buys

1
+$1.85M
2
+$1.12M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$989K
5
HD icon
Home Depot
HD
+$868K

Top Sells

1
+$1.08M
2
+$659K
3
+$645K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$455K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$431K

Sector Composition

1 Financials 4.29%
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%
+6,538
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