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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
$874M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$8.52M
3
+$7.53M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.63M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.17M

Top Sells

1
+$8.07M
2
+$2.43M
3
+$1.65M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.45M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.24M

Sector Composition

1 Technology 5.09%
2 Financials 3.86%
3 Consumer Discretionary 2.81%
4 Healthcare 1.89%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.93M 0.45%
21,056
-41
27
$3.89M 0.44%
106,387
-5,084
28
$3.67M 0.42%
7,304
-154
29
$3.65M 0.42%
15,089
-186
30
$3.58M 0.41%
44,724
31
$3.55M 0.41%
4,838
-9
32
$3.24M 0.37%
12,704
-241
33
$2.93M 0.34%
64,037
-355
34
$2.93M 0.33%
8,576
-500
35
$2.91M 0.33%
38,039
-185
36
$2.89M 0.33%
14,211
-376
37
$2.83M 0.32%
3,715
-47
38
$2.73M 0.31%
6,729
-116
39
$2.61M 0.3%
67,805
-725
40
$2.55M 0.29%
7,727
-359
41
$2.5M 0.29%
26,814
-335
42
$2.3M 0.26%
38,319
-4,393
43
$2.2M 0.25%
11,760
-446
44
$2.08M 0.24%
10,453
-111
45
$1.97M 0.23%
16,824
-56
46
$1.89M 0.22%
3,001
47
$1.78M 0.2%
10,622
-350
48
$1.71M 0.2%
7,020
-48
49
$1.7M 0.19%
1,839
-7
50
$1.66M 0.19%
21,957
-575
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2
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