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
251
$120K 0.02%
444
+35
252
$117K 0.02%
1,000
253
$117K 0.02%
1,219
254
$117K 0.02%
3,096
255
$115K 0.02%
850
256
$113K 0.02%
1,600
-90
257
$112K 0.02%
3,200
258
$112K 0.02%
850
259
$110K 0.02%
3,970
-625
260
$109K 0.02%
2,310
261
$109K 0.02%
900
262
$109K 0.02%
1,032
+4
263
$106K 0.02%
5,300
264
$106K 0.02%
534
265
$104K 0.02%
404
-10
266
$104K 0.02%
784
-491
267
$101K 0.02%
1,255
268
$100K 0.02%
2,663
269
$99K 0.02%
+3,772
270
$96.6K 0.02%
300
271
$96.5K 0.02%
1,485
272
$94.2K 0.02%
1,003
-18
273
$93K 0.01%
600
274
$92.6K 0.01%
1,602
275
$91.8K 0.01%
399
9 10
11
12 13