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
$360M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$293K
3
+$252K
4
TGT icon
Target
TGT
+$227K
5
TOWN icon
Towne Bank
TOWN
+$220K

Top Sells

1
+$826K
2
+$598K
3
+$453K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$442K
5
AMZN icon
Amazon
AMZN
+$386K

Sector Composition

1 Financials 4.14%
2 Healthcare 3.98%
3 Technology 3.82%
4 Consumer Discretionary 3.2%
5 Industrials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$361K 0.1%
6,830
102
$354K 0.1%
8,211
103
$341K 0.09%
3,080
+72
104
$338K 0.09%
3,655
-440
105
$335K 0.09%
2,889
-83
106
$332K 0.09%
1,466
-6
107
$319K 0.09%
1,618
-46
108
$314K 0.09%
6,635
-738
109
$309K 0.09%
6,537
-957
110
$305K 0.08%
4,850
-18
111
$303K 0.08%
278
+15
112
$300K 0.08%
2,038
-6
113
$294K 0.08%
1,795
+500
114
$293K 0.08%
+5,313
115
$292K 0.08%
6,675
-16
116
$288K 0.08%
6,409
117
$288K 0.08%
2,540
+200
118
$287K 0.08%
1,720
119
$284K 0.08%
3,053
+1
120
$283K 0.08%
11,170
121
$279K 0.08%
1,771
122
$278K 0.08%
2,266
123
$276K 0.08%
16,845
-4,866
124
$273K 0.08%
4,264
125
$271K 0.08%
4,950
-300
3 4
5
6 7