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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
101
$770K 0.09%
24,614
102
$760K 0.09%
9,065
103
$758K 0.09%
2,195
-34
104
$752K 0.09%
1,524
-45
105
$738K 0.08%
24,883
-35
106
$722K 0.08%
1,930
-270
107
$709K 0.08%
28,217
108
$695K 0.08%
2,464
-25
109
$674K 0.08%
4,337
-288
110
$664K 0.08%
4,673
-115
111
$637K 0.07%
2,685
+78
112
$621K 0.07%
2,970
-560
113
$616K 0.07%
2,257
-33
114
$611K 0.07%
2,984
115
$606K 0.07%
1,733
-64
116
$595K 0.07%
5,775
117
$566K 0.06%
2,703
-23
118
$542K 0.06%
1,086
+26
119
$534K 0.06%
1,070
-51
120
$521K 0.06%
13,295
-260
121
$520K 0.06%
1,690
122
$507K 0.06%
5,334
123
$500K 0.06%
14,992
-378
124
$498K 0.06%
2,818
-18
125
$497K 0.06%
17,812
-3,200
3 4
5
6 7