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
$360M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$293K
3
+$252K
4
TGT icon
Target
TGT
+$227K
5
TOWN icon
Towne Bank
TOWN
+$220K

Top Sells

1
+$826K
2
+$598K
3
+$453K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$442K
5
AMZN icon
Amazon
AMZN
+$386K

Sector Composition

1 Financials 4.14%
2 Healthcare 3.98%
3 Technology 3.82%
4 Consumer Discretionary 3.2%
5 Industrials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$269K 0.07%
5,042
-68
127
$263K 0.07%
6,070
-400
128
$255K 0.07%
869
-4
129
$253K 0.07%
1,393
+100
130
$250K 0.07%
6,230
-1,000
131
$241K 0.07%
5,216
132
$238K 0.07%
4,184
-226
133
$228K 0.06%
6,152
-1,112
134
$227K 0.06%
+2,624
135
$225K 0.06%
6,392
-1,068
136
$220K 0.06%
2,177
137
$220K 0.06%
+8,060
138
$219K 0.06%
4,167
-333
139
$213K 0.06%
800
140
$210K 0.06%
+5,692
141
$209K 0.06%
1,365
142
$209K 0.06%
910
-115
143
$209K 0.06%
4,660
144
$201K 0.06%
+7,436
145
$140K 0.04%
+13,689
146
– –
0
147
– –
-1,218
148
– –
-2,785
149
– –
-3,617
150
– –
-4,008
3 4 5
6
7