EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.12M
3
+$1.02M
4
AAPL icon
Apple
AAPL
+$977K
5
DUK icon
Duke Energy
DUK
+$791K

Top Sells

1
+$1.05M
2
+$628K
3
+$443K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$421K
5
SBUX icon
Starbucks
SBUX
+$259K

Sector Composition

1 Financials 4.37%
2 Technology 4.16%
3 Healthcare 3.6%
4 Consumer Staples 3.31%
5 Consumer Discretionary 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$219K 0.08%
+1,115
127
$218K 0.08%
+11,130
128
$217K 0.08%
+2,870
129
$217K 0.08%
+3,224
130
$216K 0.08%
+1,409
131
$212K 0.08%
+4,277
132
$209K 0.08%
+1,524
133
$208K 0.08%
805
-40
134
$207K 0.08%
+1,715
135
$205K 0.08%
1,090
136
$203K 0.07%
+10,550
137
$202K 0.07%
993
-150
138
$202K 0.07%
+1,305
139
$200K 0.07%
+7,436
140
$200K 0.07%
+1,110
141
– –
0
142
– –
-4,820
2 3 4 5
6