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
$309M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$4.76M
3
+$2.98M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.89M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$1.06M

Top Sells

1
+$2.67M
2
+$1.02M
3
+$442K
4
EOG icon
EOG Resources
EOG
+$407K
5
C icon
Citigroup
C
+$359K

Sector Composition

1 Healthcare 4.22%
2 Financials 4.09%
3 Technology 3.57%
4 Consumer Discretionary 3.16%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$300K 0.1%
1,120
-220
102
$300K 0.1%
7,230
103
$298K 0.1%
5,045
-3,325
104
$298K 0.1%
1,216
-141
105
$297K 0.1%
2,104
+695
106
$285K 0.09%
1,397
107
$285K 0.09%
6,380
-200
108
$282K 0.09%
3,105
109
$279K 0.09%
11,170
-3,894
110
$271K 0.09%
7,810
+211
111
$269K 0.09%
2,079
+6
112
$265K 0.09%
6,691
+1,516
113
$264K 0.09%
5,110
+400
114
$260K 0.08%
7,220
-9,420
115
$252K 0.08%
3,052
116
$245K 0.08%
+1,664
117
$243K 0.08%
2,220
+6
118
$243K 0.08%
4,264
119
$240K 0.08%
+4,768
120
$236K 0.08%
+3,948
121
$228K 0.07%
1,422
+6
122
$226K 0.07%
7,460
-200
123
$218K 0.07%
7,112
-2,858
124
$213K 0.07%
5,465
-303
125
$210K 0.07%
1,365
3 4
5
6 7