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
$560M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.22M
3
+$1.01M
4
SCHW icon
Charles Schwab
SCHW
+$689K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$599K

Top Sells

1
+$1.87M
2
+$1.51M
3
+$1.5M
4
AAPL icon
Apple
AAPL
+$522K
5
VZ icon
Verizon
VZ
+$385K

Sector Composition

1 Technology 6.33%
2 Healthcare 3.85%
3 Consumer Discretionary 3.61%
4 Financials 3.47%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$635K 0.11%
14,265
77
$624K 0.11%
10,654
-140
78
$604K 0.11%
4,068
-412
79
$600K 0.11%
23,420
80
$595K 0.11%
10,110
81
$589K 0.11%
9,941
-460
82
$587K 0.1%
9,284
+1,118
83
$584K 0.1%
2,183
-100
84
$581K 0.1%
6,756
+1,018
85
$563K 0.1%
1,615
+971
86
$563K 0.1%
3,078
87
$551K 0.1%
1,803
88
$547K 0.1%
5,575
89
$539K 0.1%
2,855
90
$538K 0.1%
5,203
-53
91
$538K 0.1%
10,877
-170
92
$536K 0.1%
3,807
-151
93
$536K 0.1%
2,314
-130
94
$527K 0.09%
33,242
-6,620
95
$518K 0.09%
6,820
-20
96
$516K 0.09%
3,074
-500
97
$500K 0.09%
1,505
98
$498K 0.09%
3,641
+97
99
$494K 0.09%
1,945
+64
100
$487K 0.09%
5,585
+1,673
2 3
4
5 6