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
$560M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.22M
3
+$1.01M
4
SCHW icon
Charles Schwab
SCHW
+$689K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$599K

Top Sells

1
+$1.87M
2
+$1.51M
3
+$1.5M
4
AAPL icon
Apple
AAPL
+$522K
5
VZ icon
Verizon
VZ
+$385K

Sector Composition

1 Technology 6.33%
2 Healthcare 3.85%
3 Consumer Discretionary 3.61%
4 Financials 3.47%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$348K 0.06%
15,825
+1,500
127
$347K 0.06%
4,183
-460
128
$346K 0.06%
6,224
+2,716
129
$346K 0.06%
2,215
-125
130
$337K 0.06%
3,007
-44
131
$336K 0.06%
1,781
+1,255
132
$332K 0.06%
6,165
133
$323K 0.06%
33
+10
134
$315K 0.06%
4,675
-1,240
135
$312K 0.06%
1,328
-25
136
$312K 0.06%
5,562
+130
137
$311K 0.06%
4,082
-250
138
$311K 0.06%
2,704
+524
139
$309K 0.06%
338
+5
140
$292K 0.05%
6,060
+1,005
141
$287K 0.05%
1,666
142
$275K 0.05%
5,912
143
$272K 0.05%
1,277
-130
144
$270K 0.05%
1,300
145
$268K 0.05%
726
146
$266K 0.05%
+1,350
147
$265K 0.05%
1,316
+75
148
$263K 0.05%
4,732
149
$263K 0.05%
1,875
-100
150
$261K 0.05%
1,325
+300
4 5
6
7 8