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
$309M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$4.76M
3
+$2.98M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.89M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$1.06M

Top Sells

1
+$2.67M
2
+$1.02M
3
+$442K
4
EOG icon
EOG Resources
EOG
+$407K
5
C icon
Citigroup
C
+$359K

Sector Composition

1 Healthcare 4.22%
2 Financials 4.09%
3 Technology 3.57%
4 Consumer Discretionary 3.16%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$416K 0.13%
3,174
+556
77
$413K 0.13%
7,085
+800
78
$409K 0.13%
7,862
+1,638
79
$390K 0.13%
2,001
-50
80
$388K 0.13%
+3,974
81
$387K 0.13%
5,666
+2,359
82
$386K 0.13%
1,274
83
$380K 0.12%
8,029
-1,706
84
$375K 0.12%
10,341
+906
85
$359K 0.12%
1,589
86
$359K 0.12%
3,070
+375
87
$355K 0.11%
3,066
+1,116
88
$345K 0.11%
7,492
+818
89
$342K 0.11%
4,387
+126
90
$336K 0.11%
21,711
91
$336K 0.11%
11,334
-102
92
$331K 0.11%
15,996
+6
93
$331K 0.11%
+3,980
94
$322K 0.1%
10,364
-3,002
95
$309K 0.1%
4,819
+556
96
$308K 0.1%
3,006
97
$307K 0.1%
2,849
-1,379
98
$303K 0.1%
2,790
-963
99
$302K 0.1%
3,321
+848
100
$301K 0.1%
7,522
-3,001
2 3
4
5 6