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
201
$136K 0.03%
+880
202
$136K 0.03%
+2,060
203
$135K 0.03%
+3,948
204
$133K 0.02%
+1,300
205
$132K 0.02%
985
-765
206
$127K 0.02%
+1,075
207
$124K 0.02%
+1,035
208
$123K 0.02%
+250
209
$122K 0.02%
+200
210
$121K 0.02%
+1,460
211
$119K 0.02%
+2,350
212
$116K 0.02%
+1,440
213
$113K 0.02%
+1,000
214
$112K 0.02%
+8,091
215
$112K 0.02%
+5,600
216
$109K 0.02%
+1,400
217
$108K 0.02%
+510
218
$104K 0.02%
+600
219
$102K 0.02%
+2,023
220
$102K 0.02%
+2,364
221
$102K 0.02%
+613
222
$101K 0.02%
+4,005
223
$99K 0.02%
+1,175
224
$96K 0.02%
+1,584
225
$96K 0.02%
+274
7 8
9
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