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
$354M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$993K
3
+$722K
4
DIS icon
Walt Disney
DIS
+$329K
5
D icon
Dominion Energy
D
+$302K

Top Sells

1
+$276K
2
+$236K
3
+$218K
4
FDX icon
FedEx
FDX
+$200K
5
NSC icon
Norfolk Southern
NSC
+$145K

Sector Composition

1 Healthcare 4.11%
2 Financials 3.98%
3 Technology 3.79%
4 Consumer Discretionary 3.21%
5 Industrials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$349K 0.1%
11,334
102
$348K 0.1%
7,429
-600
103
$340K 0.1%
8,211
+401
104
$338K 0.1%
1,397
105
$336K 0.1%
21,711
106
$332K 0.09%
5,250
-416
107
$310K 0.09%
2,972
-133
108
$309K 0.09%
7,230
109
$301K 0.09%
+1,216
110
$300K 0.08%
2,785
-64
111
$294K 0.08%
1,664
112
$288K 0.08%
4,868
+100
113
$286K 0.08%
2,044
-35
114
$283K 0.08%
3,052
115
$282K 0.08%
6,691
116
$281K 0.08%
1,472
+50
117
$280K 0.08%
11,170
118
$270K 0.08%
5,110
119
$268K 0.08%
+1,771
120
$268K 0.08%
6,470
-750
121
$263K 0.07%
7,264
-3,100
122
$262K 0.07%
+263
123
$259K 0.07%
4,264
124
$256K 0.07%
2,266
-740
125
$255K 0.07%
7,460
2 3 4
5
6