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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
126
$487K 0.06%
3,632
127
$480K 0.05%
13,601
128
$479K 0.05%
7,032
+237
129
$478K 0.05%
1,124
130
$470K 0.05%
4,919
+1
131
$467K 0.05%
3,487
-11
132
$461K 0.05%
1,308
133
$460K 0.05%
6,904
-150
134
$459K 0.05%
1,861
-265
135
$450K 0.05%
1,590
-94
136
$443K 0.05%
2,234
-478
137
$436K 0.05%
1,845
-70
138
$426K 0.05%
8,257
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139
$426K 0.05%
8,684
140
$423K 0.05%
13,459
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141
$416K 0.05%
1,287
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142
$415K 0.05%
2,848
143
$409K 0.05%
1,199
144
$403K 0.05%
1,445
-265
145
$399K 0.05%
526
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146
$399K 0.05%
342
+1
147
$395K 0.05%
2,314
148
$382K 0.04%
6,238
149
$375K 0.04%
1,568
-3
150
$365K 0.04%
3,784
4 5
6
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