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
$230M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$1.14M
2 +$624K
3 +$511K
4
DD icon
DuPont de Nemours
DD
+$510K
5
AXP icon
American Express
AXP
+$339K

Top Sells

1 +$4.71M
2 +$865K
3 +$738K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$738K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$607K

Sector Composition

1 Technology 2.82%
2 Financials 2.58%
3 Healthcare 2.57%
4 Industrials 2.45%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-11,390
102
-4,681
103
-6,400
104
-1,607
105
-4,129
106
-5,013