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
376
$15K ﹤0.01%
+103
377
$14K ﹤0.01%
+20
378
$14K ﹤0.01%
+200
379
$14K ﹤0.01%
+230
380
$14K ﹤0.01%
+230
381
$14K ﹤0.01%
+300
382
$14K ﹤0.01%
+190
383
$14K ﹤0.01%
+30
384
$14K ﹤0.01%
+70
385
$14K ﹤0.01%
+100
386
$14K ﹤0.01%
+40
387
$14K ﹤0.01%
+175
388
$13K ﹤0.01%
+375
389
$13K ﹤0.01%
+300
390
$13K ﹤0.01%
+60
391
$13K ﹤0.01%
+250
392
$13K ﹤0.01%
+480
393
$12K ﹤0.01%
+69
394
$12K ﹤0.01%
+320
395
$12K ﹤0.01%
+125
396
$12K ﹤0.01%
+296
397
$12K ﹤0.01%
+500
398
$12K ﹤0.01%
+200
399
$12K ﹤0.01%
+100
400
$11K ﹤0.01%
+180