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EWM

Evermay Wealth Management Portfolio holdings

AUM $902M
1-Year Est. Return 14.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$5.14M
3
+$2.99M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.06M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$1.11M

Top Sells

1
+$2.93M
2
+$1.08M
3
+$442K
4
EOG icon
EOG Resources
EOG
+$407K
5
C icon
Citigroup
C
+$359K

Sector Composition

1 Healthcare 4.22%
2 Financials 4.09%
3 Technology 3.57%
4 Consumer Discretionary 3.16%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$208K 0.07%
3,547
+128
127
$202K 0.07%
6,159
-1,215
128
$201K 0.07%
2,177
-80
129
$200K 0.06%
1,242
-1,496
130
$200K 0.06%
2,340
131
– –
0
132
– –
-7,615
133
– –
-5,005
134
– –
-5,346
135
– –
-800
136
– –
-3,192
137
– –
-993
138
– –
-1,915
139
– –
-4,541
140
– –
-2,950
141
– –
-1,745
142
– –
-11,908
143
– –
-4,660
144
– –
-839
145
– –
-8,060
146
– –
-2,131
147
– –
-7,436
148
– –
-3,060
149
– –
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150
– –
-2,038
3 4 5
6
7