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
$560M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.22M
3
+$1.01M
4
SCHW icon
Charles Schwab
SCHW
+$689K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$599K

Top Sells

1
+$1.87M
2
+$1.51M
3
+$1.5M
4
AAPL icon
Apple
AAPL
+$522K
5
VZ icon
Verizon
VZ
+$385K

Sector Composition

1 Technology 6.33%
2 Healthcare 3.85%
3 Consumer Discretionary 3.61%
4 Financials 3.47%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$470K 0.08%
2,843
-47
102
$455K 0.08%
2,269
+25
103
$448K 0.08%
3,832
+1,085
104
$445K 0.08%
7,595
-4
105
$442K 0.08%
5,082
106
$439K 0.08%
1,222
107
$432K 0.08%
1,478
-55
108
$431K 0.08%
5,734
-152
109
$410K 0.07%
1,822
-415
110
$410K 0.07%
4,288
+126
111
$407K 0.07%
2,439
112
$402K 0.07%
1,554
113
$400K 0.07%
1,935
-10
114
$398K 0.07%
4,139
+95
115
$398K 0.07%
2,303
-189
116
$390K 0.07%
5,882
-605
117
$383K 0.07%
3,264
+71
118
$382K 0.07%
1,752
+92
119
$381K 0.07%
4,691
120
$380K 0.07%
10,106
121
$373K 0.07%
3,188
122
$370K 0.07%
3,982
+184
123
$369K 0.07%
2,655
+8
124
$358K 0.06%
986
+86
125
$356K 0.06%
3,751
+679
3 4
5
6 7