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
151
$259K 0.05%
2,000
152
$258K 0.05%
4,950
153
$251K 0.04%
2,416
154
$246K 0.04%
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155
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161
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163
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165
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166
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173
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330
174
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+5,864
175
$194K 0.03%
2,398
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