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
$273M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.12M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$989K
5
HD icon
Home Depot
HD
+$868K

Top Sells

1
+$1.08M
2
+$659K
3
+$645K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$455K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$431K

Sector Composition

1 Financials 4.29%
2 Technology 4.16%
3 Healthcare 3.6%
4 Consumer Staples 3.31%
5 Consumer Discretionary 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$307K 0.11%
4,232
-75
102
$303K 0.11%
10,440
-600
103
$291K 0.11%
+6,798
104
$291K 0.11%
4,566
+805
105
$284K 0.1%
+5,530
106
$283K 0.1%
3,006
+740
107
$278K 0.1%
10,125
-2,000
108
$275K 0.1%
1,676
109
$275K 0.1%
2,558
-393
110
$274K 0.1%
+1,840
111
$274K 0.1%
893
-311
112
$272K 0.1%
+2,924
113
$272K 0.1%
5,175
114
$270K 0.1%
7,060
115
$262K 0.1%
7,860
116
$262K 0.1%
5,820
117
$261K 0.1%
+4,310
118
$259K 0.09%
1,933
-50
119
$249K 0.09%
4,770
+600
120
$242K 0.09%
2,031
-150
121
$241K 0.09%
+1,386
122
$239K 0.09%
2,280
+1
123
$235K 0.09%
1,610
-65
124
$232K 0.09%
+3,789
125
$226K 0.08%
+5,964
2 3 4
5
6