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
251
$68K 0.01%
+321
252
$68K 0.01%
+1,050
253
$67K 0.01%
+1,162
254
$67K 0.01%
+2,620
255
$67K 0.01%
+373
256
$66K 0.01%
+455
257
$65K 0.01%
+800
258
$64K 0.01%
+200
259
$64K 0.01%
+675
260
$64K 0.01%
+1,055
261
$63K 0.01%
+250
262
$62K 0.01%
+150
263
$62K 0.01%
+325
264
$61K 0.01%
+455
265
$61K 0.01%
+965
266
$60K 0.01%
+205
267
$59K 0.01%
+510
268
$59K 0.01%
+1,067
269
$58K 0.01%
+862
270
$58K 0.01%
+241
271
$56K 0.01%
+1,864
272
$56K 0.01%
+766
273
$55K 0.01%
+2,400
274
$55K 0.01%
+874
275
$54K 0.01%
+800
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