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
$360M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$293K
3
+$252K
4
TGT icon
Target
TGT
+$227K
5
TOWN icon
Towne Bank
TOWN
+$220K

Top Sells

1
+$826K
2
+$598K
3
+$453K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$442K
5
AMZN icon
Amazon
AMZN
+$386K

Sector Composition

1 Financials 4.14%
2 Healthcare 3.98%
3 Technology 3.82%
4 Consumer Discretionary 3.2%
5 Industrials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$487K 0.14%
6,042
-135
77
$479K 0.13%
1,481
+125
78
$477K 0.13%
3,289
-2,271
79
$475K 0.13%
9,069
-1,166
80
$466K 0.13%
4,516
-98
81
$459K 0.13%
4,270
-920
82
$455K 0.13%
1,544
83
$452K 0.13%
1,274
84
$436K 0.12%
8,060
-500
85
$436K 0.12%
8,563
+1,134
86
$423K 0.12%
5,247
+360
87
$422K 0.12%
16,362
+3
88
$420K 0.12%
9,262
+859
89
$412K 0.11%
7,636
-66
90
$409K 0.11%
1,674
+458
91
$407K 0.11%
4,729
-1,009
92
$406K 0.11%
11,334
93
$405K 0.11%
2,950
-690
94
$393K 0.11%
1,070
95
$391K 0.11%
2,790
96
$389K 0.11%
2,104
97
$387K 0.11%
2,100
+149
98
$387K 0.11%
3,978
-554
99
$376K 0.1%
2,160
+894
100
$369K 0.1%
1,397
2 3
4
5 6