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
401
$11K ﹤0.01%
+200
402
$11K ﹤0.01%
+300
403
$11K ﹤0.01%
+1,266
404
$11K ﹤0.01%
+140
405
$11K ﹤0.01%
+174
406
$11K ﹤0.01%
+375
407
$10K ﹤0.01%
+107
408
$10K ﹤0.01%
+150
409
$10K ﹤0.01%
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410
$9K ﹤0.01%
+210
411
$9K ﹤0.01%
+170
412
$9K ﹤0.01%
+80
413
$9K ﹤0.01%
+965
414
$9K ﹤0.01%
+32
415
$8K ﹤0.01%
+51
416
$8K ﹤0.01%
+32
417
$8K ﹤0.01%
+120
418
$8K ﹤0.01%
+200
419
$8K ﹤0.01%
+232
420
$8K ﹤0.01%
+585
421
$8K ﹤0.01%
+55
422
$8K ﹤0.01%
+100
423
$8K ﹤0.01%
+300
424
$8K ﹤0.01%
+250
425
$7K ﹤0.01%
+141