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
26
$1.84M 0.34%
5,286
-190
27
$1.8M 0.33%
20,482
-122
28
$1.74M 0.32%
17,582
-75
29
$1.71M 0.32%
7,209
-471
30
$1.64M 0.3%
21,055
-1,168
31
$1.63M 0.3%
7,039
32
$1.56M 0.29%
27,802
+161
33
$1.42M 0.26%
8,591
-240
34
$1.4M 0.26%
11,200
-340
35
$1.4M 0.26%
10,391
-50
36
$1.39M 0.26%
3,479
+1
37
$1.38M 0.26%
31,317
38
$1.32M 0.24%
24,926
-406
39
$1.3M 0.24%
23,106
+861
40
$1.28M 0.24%
7,713
-44
41
$1.28M 0.24%
18,966
-39,603
42
$1.25M 0.23%
53,250
+5,380
43
$1.23M 0.23%
5,579
44
$1.22M 0.23%
46,788
+800
45
$1.21M 0.22%
4,994
-392
46
$1.2M 0.22%
11,719
47
$1.19M 0.22%
18,915
+1,164
48
$1.11M 0.21%
4,996
+158
49
$1.01M 0.19%
17,786
50
$1.01M 0.19%
5,740
-120
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