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
426
$7K ﹤0.01%
+141
427
$7K ﹤0.01%
+400
428
$7K ﹤0.01%
+56
429
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+100
430
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+35
431
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+78
432
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2
433
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434
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435
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436
$6K ﹤0.01%
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438
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439
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$6K ﹤0.01%
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441
$5K ﹤0.01%
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442
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445
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446
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447
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+48
448
$5K ﹤0.01%
+56
449
$5K ﹤0.01%
+365
450
$5K ﹤0.01%
+60
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