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
51
$1M 0.19%
57,774
-6,180
52
$1M 0.19%
19,497
+3,850
53
$971K 0.18%
2,455
54
$963K 0.18%
14,407
-225
55
$961K 0.18%
6,486
-255
56
$955K 0.18%
8,474
57
$946K 0.18%
4,548
-330
58
$910K 0.17%
1,935
-29
59
$904K 0.17%
3,144
-105
60
$861K 0.16%
2,920
61
$858K 0.16%
6,123
-236
62
$836K 0.15%
3,643
-120
63
$791K 0.15%
8,752
64
$783K 0.15%
10,639
-1,000
65
$754K 0.14%
41,340
+1,240
66
$733K 0.14%
15,594
-150
67
$728K 0.13%
1,243
68
$728K 0.13%
2,002
-25
69
$710K 0.13%
4,989
70
$702K 0.13%
22,854
-6,658
71
$683K 0.13%
10,185
72
$677K 0.13%
3,086
73
$664K 0.12%
5,353
74
$627K 0.12%
2,567
-43
75
$624K 0.12%
5,353
1 2
3
4 5