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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
151
$360K 0.04%
8,375
152
$354K 0.04%
761
153
$350K 0.04%
1,275
154
$335K 0.04%
10,512
155
$333K 0.04%
6,447
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156
$332K 0.04%
4,342
157
$327K 0.04%
731
158
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1,275
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159
$318K 0.04%
2,017
160
$318K 0.04%
693
161
$318K 0.04%
5,050
-220
162
$316K 0.04%
8,912
-17
163
$316K 0.04%
7,001
-127
164
$316K 0.04%
1,278
-1
165
$313K 0.04%
645
166
$308K 0.04%
513
-13
167
$307K 0.04%
500
168
$286K 0.03%
3,581
-155
169
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2,415
170
$282K 0.03%
1,478
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171
$280K 0.03%
120
+2
172
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1,318
-422
173
$270K 0.03%
1,802
-145
174
$269K 0.03%
1,315
-35
175
$269K 0.03%
2,052
-385
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