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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
76
$1.17M 0.13%
9,456
-27
77
$1.17M 0.13%
47,872
-6,710
78
$1.17M 0.13%
9,730
-120
79
$1.17M 0.13%
29,965
-1,140
80
$1.14M 0.13%
44,525
-6,715
81
$1.14M 0.13%
3,088
-161
82
$1.08M 0.12%
3,779
-471
83
$1.08M 0.12%
5,812
-217
84
$1.07M 0.12%
10,690
-1,001
85
$1.06M 0.12%
3,535
-35
86
$991K 0.11%
1,742
87
$968K 0.11%
10,666
88
$920K 0.11%
13,452
-649
89
$918K 0.1%
3,523
90
$900K 0.1%
2,991
-25
91
$878K 0.1%
920
92
$874K 0.1%
30,872
-2,608
93
$842K 0.1%
2,825
-17
94
$840K 0.1%
2,976
-42
95
$840K 0.1%
4,984
-166
96
$827K 0.09%
2,806
+6
97
$818K 0.09%
4,445
+380
98
$814K 0.09%
45,414
-2,146
99
$786K 0.09%
1,768
-1,440
100
$781K 0.09%
4,608
-465
2 3
4
5 6