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
$300M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$593K
3
+$527K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$407K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$282K

Top Sells

1
+$650K
2
+$399K
3
+$234K
4
GD icon
General Dynamics
GD
+$219K
5
VZ icon
Verizon
VZ
+$214K

Sector Composition

1 Financials 5.2%
2 Technology 4.62%
3 Consumer Discretionary 4.02%
4 Healthcare 3.87%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$475K 0.16%
3,753
+963
77
$468K 0.16%
6,760
78
$456K 0.15%
18,811
-8,224
79
$452K 0.15%
6,755
80
$452K 0.15%
1,274
81
$427K 0.14%
9,735
-50
82
$399K 0.13%
5,096
-300
83
$392K 0.13%
1,609
-44
84
$391K 0.13%
3,142
+50
85
$379K 0.13%
2,051
-70
86
$375K 0.12%
15,064
87
$371K 0.12%
3,786
88
$370K 0.12%
8,815
89
$370K 0.12%
6,673
-48
90
$367K 0.12%
2,715
-111
91
$362K 0.12%
11,556
92
$359K 0.12%
7,030
+400
93
$358K 0.12%
21,711
+373
94
$356K 0.12%
3,366
95
$355K 0.12%
2,643
96
$353K 0.12%
16,587
+3
97
$334K 0.11%
4,203
-85
98
$333K 0.11%
4,261
-250
99
$330K 0.11%
1,453
+553
100
$327K 0.11%
6,880
2 3
4
5 6