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
176
$192K 0.04%
1,020
-150
177
$191K 0.04%
+5,591
178
$189K 0.04%
+1,255
179
$189K 0.04%
11,979
180
$189K 0.04%
+2,561
181
$188K 0.03%
+1,075
182
$187K 0.03%
+494
183
$184K 0.03%
+3,272
184
$184K 0.03%
+4,072
185
$183K 0.03%
+2,252
186
$181K 0.03%
+655
187
$172K 0.03%
+2,895
188
$172K 0.03%
+893
189
$170K 0.03%
+2,805
190
$170K 0.03%
+2,181
191
$163K 0.03%
+1,223
192
$163K 0.03%
+600
193
$155K 0.03%
+713
194
$151K 0.03%
+1,914
195
$149K 0.03%
+905
196
$148K 0.03%
+4,650
197
$147K 0.03%
+2,024
198
$146K 0.03%
+1,100
199
$146K 0.03%
+960
200
$138K 0.03%
+5,300
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8
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