EWM
Evermay Wealth Management Portfolio holdings
AUM
$812M
This Quarter Return
+3.54%
1 Year Return
+12.89%
3 Year Return
+53.09%
5 Year Return
+88.49%
10 Year Return
+180.95%
AUM
$300M
AUM Growth
+$300M
(+3.5%)
Cap. Flow
+$1.11M
Cap. Flow
% of AUM
0.37%
Top 10 Holdings %
Top 10 Hldgs %
70.02%
Holding
137
New
4
Increased
36
Reduced
56
Closed
3
Top Buys
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$650K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$399K |
| 3 |
Philip Morris
PM
|
$234K |
| 4 |
General Dynamics
GD
|
$219K |
| 5 |
Verizon
VZ
|
$214K |
Sector Composition
| 1 | Financials | 5.2% |
| 2 | Technology | 4.62% |
| 3 | Consumer Discretionary | 4.02% |
| 4 | Healthcare | 3.87% |
| 5 | Communication Services | 2.69% |
