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
176
$188K 0.03%
693
-20
177
$187K 0.03%
2,100
178
$186K 0.03%
2,175
+100
179
$183K 0.03%
1,980
-30
180
$181K 0.03%
644
-14
181
$178K 0.03%
1,223
182
$177K 0.03%
2,585
+100
183
$173K 0.03%
3,948
184
$172K 0.03%
665
-855
185
$170K 0.03%
2,895
186
$169K 0.03%
2,024
187
$162K 0.03%
459
188
$156K 0.03%
2,538
-734
189
$154K 0.03%
2,140
+1,090
190
$153K 0.03%
4,650
191
$151K 0.03%
1,440
192
$151K 0.03%
1,914
193
$149K 0.03%
1,030
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194
$147K 0.03%
4,990
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195
$143K 0.03%
2,523
+525
196
$139K 0.02%
825
-50
197
$136K 0.02%
980
-120
198
$134K 0.02%
56
199
$133K 0.02%
1,887
+245
200
$130K 0.02%
1,200
6 7
8
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