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
301
$42K 0.01%
+250
302
$42K 0.01%
+290
303
$42K 0.01%
+720
304
$42K 0.01%
+760
305
$41K 0.01%
+900
306
$41K 0.01%
+429
307
$41K 0.01%
+183
308
$41K 0.01%
+792
309
$40K 0.01%
+350
310
$39K 0.01%
+2,754
311
$39K 0.01%
+70
312
$39K 0.01%
+260
313
$39K 0.01%
+800
314
$39K 0.01%
+280
315
$37K 0.01%
+191
316
$37K 0.01%
+153
317
$37K 0.01%
+1,800
318
$37K 0.01%
+1,126
319
$36K 0.01%
+1,000
320
$35K 0.01%
+374
321
$35K 0.01%
+67
322
$35K 0.01%
+533
323
$34K 0.01%
+1,599
324
$33K 0.01%
+495
325
$33K 0.01%
+516
11 12
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