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
$320M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$676K
3
+$563K
4
NOC icon
Northrop Grumman
NOC
+$431K
5
CCL icon
Carnival Corp
CCL
+$341K

Top Sells

1
+$539K
2
+$513K
3
+$505K
4
CSCO icon
Cisco
CSCO
+$431K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$380K

Sector Composition

1 Financials 4.89%
2 Technology 4.52%
3 Healthcare 4.17%
4 Consumer Discretionary 4.07%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$351K 0.11%
6,674
+1
102
$349K 0.11%
7,615
-1,200
103
$341K 0.11%
+5,346
104
$333K 0.1%
4,261
105
$328K 0.1%
1,397
-50
106
$328K 0.1%
3,006
107
$324K 0.1%
3,052
-314
108
$321K 0.1%
7,599
+630
109
$318K 0.1%
+1,745
110
$313K 0.1%
2,038
111
$289K 0.09%
4,264
112
$288K 0.09%
1,805
+167
113
$285K 0.09%
7,374
-4,070
114
$277K 0.09%
2,073
+70
115
$277K 0.09%
7,660
116
$273K 0.09%
3,105
117
$266K 0.08%
3,060
-45
118
$259K 0.08%
2,214
+1
119
$259K 0.08%
2,257
+100
120
$249K 0.08%
8,060
121
$248K 0.08%
5,768
-480
122
$246K 0.08%
+3,195
123
$244K 0.08%
4,710
124
$244K 0.08%
1,205
125
$243K 0.08%
2,473
2 3 4
5
6