We are live on ! Find out more
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
176
$263K 0.03%
5,755
-50
177
$257K 0.03%
1,324
-75
178
$253K 0.03%
9,929
-2,282
179
$247K 0.03%
3,176
+193
180
$238K 0.03%
1,223
181
$235K 0.03%
770
-31
182
$234K 0.03%
930
183
$231K 0.03%
30,000
184
$227K 0.03%
294
185
$226K 0.03%
1,197
-270
186
$223K 0.03%
11,979
187
$223K 0.03%
2,515
188
$220K 0.03%
687
-35
189
$215K 0.02%
2,466
190
$213K 0.02%
1,862
-215
191
$211K 0.02%
993
192
$210K 0.02%
973
-18
193
$209K 0.02%
604
194
$209K 0.02%
2,880
195
$209K 0.02%
4,746
196
$197K 0.02%
1,631
-60
197
$196K 0.02%
1,797
198
$196K 0.02%
4,380
199
$194K 0.02%
1,816
-6
200
$191K 0.02%
4,919
6 7
8
9 10