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
126
$350K 0.06%
7,164
127
$348K 0.06%
4,465
-10
128
$342K 0.06%
4,219
129
$337K 0.06%
1,406
-18
130
$337K 0.06%
3,017
131
$329K 0.06%
2,491
-148
132
$328K 0.06%
5,765
133
$323K 0.06%
+5,338
134
$321K 0.06%
2,266
135
$319K 0.06%
3,046
+11
136
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5,790
137
$317K 0.06%
1,636
-20
138
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2,215
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139
$311K 0.06%
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140
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4,457
141
$310K 0.06%
900
142
$309K 0.06%
353
143
$304K 0.06%
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144
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145
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146
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9,795
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147
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3,535
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148
$292K 0.05%
1,420
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149
$283K 0.05%
1,666
150
$274K 0.05%
10,488
4 5
6
7 8