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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
51
$1.64M 0.19%
5,400
-195
52
$1.6M 0.18%
5,175
53
$1.56M 0.18%
15,715
54
$1.55M 0.18%
16,495
55
$1.54M 0.18%
5,479
56
$1.51M 0.17%
65,069
-178
57
$1.49M 0.17%
6,423
-146
58
$1.48M 0.17%
27,367
+2,182
59
$1.46M 0.17%
38,015
60
$1.42M 0.16%
33,464
61
$1.38M 0.16%
2,273
-94
62
$1.37M 0.16%
9,013
63
$1.35M 0.15%
9,630
-476
64
$1.34M 0.15%
4,034
-60
65
$1.34M 0.15%
20,080
66
$1.31M 0.15%
2,742
67
$1.29M 0.15%
15,293
-977
68
$1.28M 0.15%
6,760
-701
69
$1.27M 0.15%
10,259
-552
70
$1.27M 0.14%
11,224
-311
71
$1.25M 0.14%
8,129
-2
72
$1.24M 0.14%
17,010
-150
73
$1.21M 0.14%
8,360
74
$1.19M 0.14%
5,860
+226
75
$1.19M 0.14%
2,495
-60
1 2
3
4 5