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
201
$129K 0.02%
5,300
202
$129K 0.02%
740
203
$129K 0.02%
250
204
$127K 0.02%
8,091
205
$127K 0.02%
6,811
-2,069
206
$126K 0.02%
340
+237
207
$126K 0.02%
1,194
+306
208
$125K 0.02%
1,350
-831
209
$124K 0.02%
1,075
210
$124K 0.02%
869
-116
211
$124K 0.02%
1,444
-16
212
$122K 0.02%
1,029
-300
213
$122K 0.02%
713
+100
214
$121K 0.02%
464
+164
215
$119K 0.02%
2,394
216
$117K 0.02%
510
217
$117K 0.02%
3,955
+1,045
218
$115K 0.02%
1,000
219
$114K 0.02%
1,584
220
$114K 0.02%
645
-80
221
$113K 0.02%
+1,293
222
$111K 0.02%
320
223
$110K 0.02%
1,400
224
$109K 0.02%
4,215
225
$107K 0.02%
600
7 8
9
10 11