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
$300M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$593K
3
+$527K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$407K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$282K

Top Sells

1
+$650K
2
+$399K
3
+$234K
4
GD icon
General Dynamics
GD
+$219K
5
VZ icon
Verizon
VZ
+$214K

Sector Composition

1 Financials 5.2%
2 Technology 4.62%
3 Consumer Discretionary 4.02%
4 Healthcare 3.87%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$221K 0.07%
1,205
127
$215K 0.07%
+2,950
128
$212K 0.07%
+2,473
129
$210K 0.07%
625
130
$206K 0.07%
+2,157
131
$206K 0.07%
3,432
-800
132
$201K 0.07%
5,216
133
– –
0
134
– –
-2,870
135
– –
-993
136
– –
-2,350
137
– –
0
2 3 4 5
6