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
$407M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$1.73M
3
+$714K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$536K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$508K

Top Sells

1
+$662K
2
+$449K
3
+$360K
4
STI
SunTrust Banks, Inc.
STI
+$330K
5
CB icon
Chubb
CB
+$315K

Sector Composition

1 Technology 4.67%
2 Financials 4.45%
3 Healthcare 3.99%
4 Consumer Discretionary 3.11%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$297K 0.07%
5,670
127
$297K 0.07%
260
128
$293K 0.07%
4,972
+22
129
$282K 0.07%
11,170
130
$280K 0.07%
+1,680
131
$275K 0.07%
+4,259
132
$273K 0.07%
+3,110
133
$270K 0.07%
1,400
-218
134
$268K 0.07%
1,320
-225
135
$263K 0.06%
1,715
+350
136
$262K 0.06%
+3,275
137
$253K 0.06%
5,330
-400
138
$252K 0.06%
+6,523
139
$247K 0.06%
3,555
-325
140
$246K 0.06%
+2,843
141
$246K 0.06%
1,515
-90
142
$230K 0.06%
1,988
143
$229K 0.06%
4,314
-20
144
$228K 0.06%
800
145
$228K 0.06%
+11,805
146
$227K 0.06%
+696
147
$227K 0.06%
+2,350
148
$226K 0.06%
4,660
149
$224K 0.06%
8,060
150
$222K 0.05%
+1,615
3 4 5
6
7