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
476
$3K ﹤0.01%
+150
477
$3K ﹤0.01%
+325
478
$3K ﹤0.01%
+300
479
$2K ﹤0.01%
+100
480
$2K ﹤0.01%
+100
481
$2K ﹤0.01%
+7
482
$2K ﹤0.01%
+64
483
$2K ﹤0.01%
+40
484
$2K ﹤0.01%
+40
485
$2K ﹤0.01%
+5
486
$2K ﹤0.01%
+1
487
$2K ﹤0.01%
+50
488
$2K ﹤0.01%
+250
489
$1K ﹤0.01%
+37
490
$1K ﹤0.01%
+5
491
$1K ﹤0.01%
+100
492
$1K ﹤0.01%
+58
493
$1K ﹤0.01%
+9
494
$1K ﹤0.01%
+20
495
$1K ﹤0.01%
+71
496
$1K ﹤0.01%
+50
497
$1K ﹤0.01%
+28
498
$1K ﹤0.01%
+100
499
$1K ﹤0.01%
+100
500
$1K ﹤0.01%
+100
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