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
76
$615K 0.11%
14,915
+150
77
$613K 0.11%
11,044
+5,320
78
$597K 0.11%
11,040
-1,275
79
$595K 0.11%
6,002
80
$590K 0.11%
2,273
81
$589K 0.11%
2,963
82
$583K 0.11%
3,895
-100
83
$580K 0.11%
3,078
84
$575K 0.11%
1,140
-15
85
$567K 0.11%
3,574
-160
86
$567K 0.11%
1,485
87
$563K 0.1%
10,357
+40
88
$554K 0.1%
6,040
89
$552K 0.1%
11,570
+300
90
$536K 0.1%
1,795
91
$510K 0.09%
2,345
-98
92
$493K 0.09%
1,691
93
$489K 0.09%
1,803
94
$488K 0.09%
7,808
95
$487K 0.09%
5,714
-186
96
$485K 0.09%
1,991
-44
97
$483K 0.09%
1,788
98
$480K 0.09%
1,505
99
$474K 0.09%
19,645
100
$474K 0.09%
6,070
+20
2 3
4
5 6