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
476
$3K ﹤0.01%
+150
477
$3K ﹤0.01%
+325
478
$3K ﹤0.01%
+300
479
$2K ﹤0.01%
+40
480
$2K ﹤0.01%
+40
481
$2K ﹤0.01%
+5
482
$2K ﹤0.01%
+1
483
$2K ﹤0.01%
+50
484
$2K ﹤0.01%
+100
485
$2K ﹤0.01%
+100
486
$2K ﹤0.01%
+7
487
$2K ﹤0.01%
+64
488
$2K ﹤0.01%
+250
489
$1K ﹤0.01%
+25
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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