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EWM

Evermay Wealth Management Portfolio holdings

AUM $902M
1-Year Est. Return 14.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.76%
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
451
$5K ﹤0.01%
+150
452
$5K ﹤0.01%
+56
453
$5K ﹤0.01%
+365
454
$5K ﹤0.01%
+60
455
$4K ﹤0.01%
+50
456
$4K ﹤0.01%
+75
457
$4K ﹤0.01%
+195
458
$4K ﹤0.01%
+200
459
$4K ﹤0.01%
+120
460
$4K ﹤0.01%
+50
461
$4K ﹤0.01%
+140
462
$4K ﹤0.01%
+58
463
$4K ﹤0.01%
+65
464
$4K ﹤0.01%
+50
465
$3K ﹤0.01%
+74
466
$3K ﹤0.01%
+10
467
$3K ﹤0.01%
+230
468
$3K ﹤0.01%
+100
469
$3K ﹤0.01%
+60
470
$3K ﹤0.01%
+25
471
$3K ﹤0.01%
+150
472
$3K ﹤0.01%
+325
473
$3K ﹤0.01%
+300
474
$3K ﹤0.01%
+40
475
$3K ﹤0.01%
+20
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