EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
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
+$1.12M
2
+$623K
3
+$498K
4
DD icon
DuPont de Nemours
DD
+$485K
5
WBA
Walgreens Boots Alliance
WBA
+$345K

Top Sells

1
+$4.72M
2
+$849K
3
+$722K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$595K
5
BAH icon
Booz Allen Hamilton
BAH
+$371K

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
1 2 3 4
5