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
276
$53K 0.01%
+150
277
$53K 0.01%
+600
278
$53K 0.01%
+275
279
$53K 0.01%
+330
280
$52K 0.01%
+413
281
$52K 0.01%
+1,325
282
$51K 0.01%
+1,367
283
$51K 0.01%
+800
284
$50K 0.01%
+300
285
$49K 0.01%
+1,136
286
$49K 0.01%
+308
287
$49K 0.01%
+1,000
288
$49K 0.01%
+600
289
$49K 0.01%
+3,450
290
$49K 0.01%
+527
291
$48K 0.01%
+1,160
292
$48K 0.01%
+800
293
$46K 0.01%
+1,032
294
$46K 0.01%
+550
295
$46K 0.01%
+1,200
296
$46K 0.01%
+3,000
297
$46K 0.01%
+1,452
298
$46K 0.01%
+600
299
$45K 0.01%
+882
300
$45K 0.01%
+1,275
10 11
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