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
$516M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.07M
3
+$692K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$351K
5
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$292K

Top Sells

1
+$2.34M
2
+$2.13M
3
+$1.33M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.3M
5
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$886K

Sector Composition

1 Technology 5.57%
2 Healthcare 3.73%
3 Consumer Discretionary 3.54%
4 Financials 3.52%
5 Industrials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$89K 0.02%
888
+136
227
$87K 0.02%
4,190
-1,410
228
$84K 0.02%
2,910
+245
229
$81K 0.02%
1,485
-100
230
$80K 0.02%
1,935
231
$80K 0.02%
968
232
$75K 0.01%
4,860
233
$75K 0.01%
518
234
$75K 0.01%
1,160
235
$72K 0.01%
2,643
236
$72K 0.01%
2,570
237
$72K 0.01%
3,716
+80
238
$71K 0.01%
450
239
$70K 0.01%
300
240
$69K 0.01%
373
241
$67K 0.01%
950
242
$67K 0.01%
2,620
243
$64K 0.01%
1,055
244
$64K 0.01%
150
245
$64K 0.01%
267
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246
$62K 0.01%
1,162
247
$62K 0.01%
965
248
$60K 0.01%
675
249
$60K 0.01%
1,050
250
$59K 0.01%
455
8 9
10
11 12