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
$622M
AUM Growth
-$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.48M
3
+$2.2M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$591K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$421K

Top Sells

1
+$20M
2
+$5.78M
3
+$3.22M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.96M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.57M

Sector Composition

1 Technology 6.17%
2 Financials 4.88%
3 Healthcare 3.37%
4 Consumer Discretionary 3.25%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$150K 0.02%
1,100
227
$146K 0.02%
1,340
-435
228
$146K 0.02%
294
229
$145K 0.02%
295
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230
$144K 0.02%
1,790
-155
231
$143K 0.02%
250
232
$141K 0.02%
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233
$140K 0.02%
133
234
$139K 0.02%
10,620
-85,294
235
$136K 0.02%
4,330
236
$135K 0.02%
1,176
237
$134K 0.02%
373
238
$133K 0.02%
714
239
$132K 0.02%
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240
$132K 0.02%
880
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241
$129K 0.02%
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242
$127K 0.02%
622
243
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244
$125K 0.02%
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245
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246
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247
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248
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249
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250
$121K 0.02%
3,600
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10
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