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
$273M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.12M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$989K
5
HD icon
Home Depot
HD
+$868K

Top Sells

1
+$1.08M
2
+$659K
3
+$645K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$455K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$431K

Sector Composition

1 Financials 4.29%
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%
+1,055
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