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
$309M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$4.76M
3
+$2.98M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.89M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$1.06M

Top Sells

1
+$2.67M
2
+$1.02M
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%
2,340
130
$200K 0.06%
1,242
-1,496
131
– –
0
132
– –
-7,380
133
– –
-7,615
134
– –
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135
– –
-5,346
136
– –
-3,195
137
– –
-800
138
– –
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139
– –
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140
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141
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142
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143
– –
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144
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-1,650
145
– –
-3,600
146
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147
– –
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148
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149
– –
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150
– –
-8,060
3 4 5
6
7