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
151
$272K 0.05%
3,193
152
$271K 0.05%
6,470
153
$264K 0.05%
5,539
-122
154
$260K 0.05%
4,950
155
$254K 0.05%
2,510
156
$254K 0.05%
11,674
-5,116
157
$243K 0.05%
1,070
+62
158
$242K 0.04%
4,882
159
$239K 0.04%
1,330
-650
160
$237K 0.04%
6,486
161
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653
162
$231K 0.04%
1,126
163
$229K 0.04%
800
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164
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165
$222K 0.04%
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166
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3,440
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167
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7,060
168
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13
169
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11,640
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170
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+1,072
171
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2,663
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172
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1,980
173
$200K 0.04%
+726
174
$199K 0.04%
+2,044
175
$192K 0.04%
+1,940
5 6
7
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