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
$540M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$704K
3
+$323K
4
TFC icon
Truist Financial
TFC
+$295K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$238K

Top Sells

1
+$2.67M
2
+$1.99M
3
+$1.29M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$840K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$593K

Sector Composition

1 Technology 5.69%
2 Healthcare 4.08%
3 Financials 3.74%
4 Consumer Discretionary 3.54%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$95K 0.02%
+1,957
227
$95K 0.02%
+4,215
228
$93K 0.02%
+320
229
$93K 0.02%
+1,585
230
$91K 0.02%
+375
231
$90K 0.02%
+41
232
$89K 0.02%
+1,200
233
$82K 0.02%
+950
234
$82K 0.02%
+337
235
$81K 0.02%
+1,935
236
$80K 0.01%
+725
237
$79K 0.01%
+968
238
$78K 0.01%
+2,665
239
$78K 0.01%
+752
240
$77K 0.01%
+4,860
241
$76K 0.01%
+518
242
$76K 0.01%
+1,160
243
$74K 0.01%
+1,600
244
$72K 0.01%
+2,570
245
$72K 0.01%
+3,636
246
$72K 0.01%
+450
247
$72K 0.01%
+443
248
$70K 0.01%
+2,643
249
$70K 0.01%
+280
250
$69K 0.01%
+300
8 9
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