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
$407M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$1.73M
3
+$714K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$536K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$508K

Top Sells

1
+$662K
2
+$449K
3
+$360K
4
STI
SunTrust Banks, Inc.
STI
+$330K
5
CB icon
Chubb
CB
+$315K

Sector Composition

1 Technology 4.67%
2 Financials 4.45%
3 Healthcare 3.99%
4 Consumer Discretionary 3.11%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$406K 0.1%
1,726
+260
102
$394K 0.1%
+2,180
103
$391K 0.1%
6,409
-100
104
$384K 0.09%
6,444
105
$365K 0.09%
+1,222
106
$364K 0.09%
3,875
107
$362K 0.09%
7,260
+1,400
108
$357K 0.09%
1,099
109
$355K 0.09%
2,889
110
$355K 0.09%
6,591
+364
111
$351K 0.09%
5,945
+100
112
$344K 0.08%
2,685
-39
113
$342K 0.08%
6,697
+292
114
$336K 0.08%
2,540
115
$331K 0.08%
3,812
116
$330K 0.08%
+933
117
$328K 0.08%
6,132
+815
118
$320K 0.08%
3,141
119
$317K 0.08%
13,125
+3
120
$315K 0.08%
2,266
121
$312K 0.08%
1,771
122
$311K 0.08%
5,790
+300
123
$310K 0.08%
+2,405
124
$304K 0.07%
3,054
+1
125
$298K 0.07%
+1,974
3 4
5
6 7