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
$273M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.12M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$989K
5
HD icon
Home Depot
HD
+$868K

Top Sells

1
+$1.08M
2
+$659K
3
+$645K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$455K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$431K

Sector Composition

1 Financials 4.29%
2 Technology 4.16%
3 Healthcare 3.6%
4 Consumer Staples 3.31%
5 Consumer Discretionary 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.9M 22.3%
5,727,330
-60,642
2
$37.4M 13.68%
984,415
-11,985
3
$26.1M 9.57%
106,494
+11
4
$24.6M 9.02%
92,311
-4,042
5
$9.77M 3.58%
96,238
+5,282
6
$8.96M 3.28%
33,336
+814
7
$8.31M 3.04%
108,146
+7,243
8
$6.56M 2.4%
42,388
-75
9
$4.85M 1.78%
114,596
+23,380
10
$3.44M 1.26%
58,740
+10,400
11
$3.04M 1.11%
19,904
-360
12
$2.97M 1.09%
24,783
+15,443
13
$2.37M 0.87%
68,974
+17,810
14
$2.37M 0.87%
28,295
+5,541
15
$2.24M 0.82%
20,923
+6,587
16
$1.99M 0.73%
37,800
+19,760
17
$1.82M 0.67%
40,497
+4,703
18
$1.56M 0.57%
45,461
19
$1.4M 0.51%
7,370
+4,579
20
$1.37M 0.5%
16,026
-5,033
21
$1.36M 0.5%
6,885
+663
22
$1.36M 0.5%
9,740
+3,465
23
$1.33M 0.49%
26,464
24
$1.32M 0.48%
9,114
+2,555
25
$1.27M 0.46%
15,156
+261
1
2 3 4 5