EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.12%
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$4.21M
3
+$4.02M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.39M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$2.17M

Top Sells

1
+$11.4M
2
+$3.97M
3
+$1.92M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$841K

Sector Composition

1 Technology 4.98%
2 Financials 4.11%
3 Consumer Discretionary 3.07%
4 Healthcare 2.02%
5 Industrials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$147K 0.02%
207
-6
227
$146K 0.02%
844
228
$145K 0.02%
622
229
$145K 0.02%
950
230
$142K 0.02%
574
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231
$142K 0.02%
250
232
$141K 0.02%
1,164
233
$139K 0.02%
3,657
234
$139K 0.02%
1,000
235
$137K 0.02%
1,801
+154
236
$134K 0.02%
1,995
237
$131K 0.02%
1,790
238
$131K 0.02%
1,219
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239
$130K 0.02%
295
240
$128K 0.02%
1,267
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241
$126K 0.02%
386
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242
$121K 0.01%
913
243
$119K 0.01%
876
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244
$119K 0.01%
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245
$118K 0.01%
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246
$118K 0.01%
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247
$116K 0.01%
4,014
248
$115K 0.01%
3,600
249
$114K 0.01%
850
250
$113K 0.01%
3,314
-145
8 9
10
11 12