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
$354M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$993K
3
+$722K
4
DIS icon
Walt Disney
DIS
+$329K
5
D icon
Dominion Energy
D
+$302K

Top Sells

1
+$276K
2
+$236K
3
+$218K
4
FDX icon
FedEx
FDX
+$200K
5
NSC icon
Norfolk Southern
NSC
+$145K

Sector Composition

1 Healthcare 4.11%
2 Financials 3.98%
3 Technology 3.79%
4 Consumer Discretionary 3.21%
5 Industrials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$491K 0.14%
3,972
77
$482K 0.14%
5,738
+1,758
78
$480K 0.14%
3,004
-170
79
$471K 0.13%
6,625
+1,580
80
$466K 0.13%
4,671
81
$456K 0.13%
3,365
-75
82
$446K 0.13%
3,640
+570
83
$440K 0.12%
1,274
84
$423K 0.12%
7,373
-1,460
85
$413K 0.12%
4,532
+1,211
86
$411K 0.12%
1,544
-45
87
$408K 0.12%
16,359
+363
88
$401K 0.11%
8,403
+541
89
$390K 0.11%
3,008
-58
90
$390K 0.11%
4,887
+500
91
$386K 0.11%
4,095
-724
92
$384K 0.11%
7,702
+180
93
$382K 0.11%
1,070
-50
94
$380K 0.11%
5,548
+1,600
95
$371K 0.1%
1,951
-50
96
$370K 0.1%
2,104
97
$366K 0.1%
1,356
+140
98
$363K 0.1%
6,830
+450
99
$362K 0.1%
7,494
+2
100
$349K 0.1%
2,790
2 3
4
5 6