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
$354M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$993K
3
+$722K
4
DIS icon
Walt Disney
DIS
+$329K
5
D icon
Dominion Energy
D
+$302K

Top Sells

1
+$276K
2
+$236K
3
+$218K
4
FDX icon
FedEx
FDX
+$200K
5
NSC icon
Norfolk Southern
NSC
+$145K

Sector Composition

1 Healthcare 4.11%
2 Financials 3.98%
3 Technology 3.79%
4 Consumer Discretionary 3.21%
5 Industrials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$254K 0.07%
6,409
+250
127
$242K 0.07%
+1,720
128
$240K 0.07%
+1,218
129
$239K 0.07%
+873
130
$238K 0.07%
2,177
131
$237K 0.07%
+4,410
132
$236K 0.07%
2,340
133
$235K 0.07%
3,617
+70
134
$234K 0.07%
+5,216
135
$233K 0.07%
4,500
-965
136
$231K 0.07%
+1,266
137
$227K 0.06%
+1,295
138
$219K 0.06%
1,365
139
$219K 0.06%
+1,293
140
$209K 0.06%
+4,660
141
$208K 0.06%
+2,350
142
$207K 0.06%
+800
143
$207K 0.06%
+4,008
144
$206K 0.06%
+1,025
145
$203K 0.06%
+2,950
146
– –
0
147
– –
-7,112
148
– –
-1,242
2 3 4 5
6