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
326
$31K 0.01%
+472
327
$31K 0.01%
+700
328
$30K 0.01%
+214
329
$30K 0.01%
+226
330
$30K 0.01%
+333
331
$28K 0.01%
+82
332
$28K 0.01%
+650
333
$28K 0.01%
+120
334
$27K 0.01%
+464
335
$27K 0.01%
+1,358
336
$27K 0.01%
+200
337
$26K ﹤0.01%
+518
338
$26K ﹤0.01%
+57
339
$26K ﹤0.01%
+900
340
$26K ﹤0.01%
+110
341
$25K ﹤0.01%
+176
342
$24K ﹤0.01%
+400
343
$24K ﹤0.01%
+590
344
$24K ﹤0.01%
+20
345
$24K ﹤0.01%
+1,000
346
$23K ﹤0.01%
+525
347
$23K ﹤0.01%
+334
348
$23K ﹤0.01%
+245
349
$22K ﹤0.01%
+336
350
$22K ﹤0.01%
+725
12 13
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