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
$300M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$593K
3
+$527K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$407K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$282K

Top Sells

1
+$650K
2
+$399K
3
+$234K
4
GD icon
General Dynamics
GD
+$219K
5
VZ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$323K 0.11%
5,840
-50
102
$319K 0.11%
3,006
103
$317K 0.11%
5,424
-496
104
$311K 0.1%
8,184
-1,163
105
$302K 0.1%
1,447
106
$295K 0.1%
4,264
107
$286K 0.1%
6,969
+350
108
$282K 0.09%
100
109
$277K 0.09%
6,248
+683
110
$269K 0.09%
4,024
-1,638
111
$268K 0.09%
9,030
-890
112
$267K 0.09%
2,038
113
$265K 0.09%
3,105
114
$259K 0.09%
7,660
115
$259K 0.09%
8,060
116
$258K 0.09%
3,105
-380
117
$254K 0.08%
2,003
+456
118
$247K 0.08%
2,131
-149
119
$245K 0.08%
5,175
120
$244K 0.08%
4,710
-60
121
$241K 0.08%
5,320
122
$240K 0.08%
3,835
123
$232K 0.08%
2,213
+103
124
$230K 0.08%
1,409
125
$226K 0.08%
1,638
2 3 4
5
6