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
$407M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$1.73M
3
+$714K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$536K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$508K

Top Sells

1
+$662K
2
+$449K
3
+$360K
4
STI
SunTrust Banks, Inc.
STI
+$330K
5
CB icon
Chubb
CB
+$315K

Sector Composition

1 Technology 4.67%
2 Financials 4.45%
3 Healthcare 3.99%
4 Consumer Discretionary 3.11%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$600K 0.15%
4,070
+1,062
77
$590K 0.15%
5,036
+1,095
78
$576K 0.14%
8,620
-440
79
$574K 0.14%
10,882
+1,125
80
$571K 0.14%
2,722
+50
81
$570K 0.14%
1,887
-189
82
$558K 0.14%
10,030
-14
83
$542K 0.13%
3,972
84
$536K 0.13%
5,670
-120
85
$523K 0.13%
3,977
+924
86
$513K 0.13%
3,010
+171
87
$509K 0.13%
11,334
88
$504K 0.12%
1,529
89
$491K 0.12%
2,035
90
$488K 0.12%
4,303
+325
91
$487K 0.12%
6,042
92
$474K 0.12%
2,971
+185
93
$471K 0.12%
5,549
94
$451K 0.11%
7,380
-650
95
$450K 0.11%
7,164
+2,900
96
$438K 0.11%
2,965
-150
97
$422K 0.1%
6,595
-60
98
$413K 0.1%
+2,331
99
$410K 0.1%
4,071
-600
100
$409K 0.1%
7,426
-1,010
2 3
4
5 6