EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
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
+$3.18M
2
+$704K
3
+$317K
4
TFC icon
Truist Financial
TFC
+$313K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$235K

Top Sells

1
+$2.59M
2
+$1.99M
3
+$1.26M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$818K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$578K

Sector Composition

1 Technology 5.69%
2 Healthcare 4.08%
3 Financials 3.78%
4 Consumer Discretionary 3.54%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$22K ﹤0.01%
+133
352
$22K ﹤0.01%
+1,150
353
$22K ﹤0.01%
+93
354
$21K ﹤0.01%
+300
355
$21K ﹤0.01%
+170
356
$20K ﹤0.01%
+750
357
$20K ﹤0.01%
+1,000
358
$19K ﹤0.01%
+219
359
$19K ﹤0.01%
+176
360
$19K ﹤0.01%
+400
361
$19K ﹤0.01%
+640
362
$18K ﹤0.01%
+300
363
$18K ﹤0.01%
+330
364
$18K ﹤0.01%
+174
365
$18K ﹤0.01%
+100
366
$17K ﹤0.01%
+263
367
$17K ﹤0.01%
+130
368
$17K ﹤0.01%
+93
369
$17K ﹤0.01%
+170
370
$17K ﹤0.01%
+465
371
$16K ﹤0.01%
+275
372
$16K ﹤0.01%
+390
373
$15K ﹤0.01%
+624
374
$15K ﹤0.01%
+77
375
$15K ﹤0.01%
+448
13 14
15
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