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
251
$113K 0.01%
598
-70
252
$112K 0.01%
2,003
+60
253
$112K 0.01%
3,121
254
$110K 0.01%
400
+50
255
$110K 0.01%
7,690
256
$110K 0.01%
4,347
+441
257
$110K 0.01%
300
258
$109K 0.01%
1,105
-40
259
$108K 0.01%
2,663
260
$107K 0.01%
3,200
261
$107K 0.01%
373
262
$105K 0.01%
350
263
$105K 0.01%
511
-23
264
$104K 0.01%
2,000
-1,895
265
$102K 0.01%
1,440
266
$98.7K 0.01%
3,724
-177
267
$98.5K 0.01%
210
268
$98K 0.01%
600
269
$97.9K 0.01%
49
270
$96.7K 0.01%
900
271
$96.3K 0.01%
180
272
$95.5K 0.01%
2,340
-50
273
$95.1K 0.01%
324
+38
274
$95K 0.01%
399
275
$94.6K 0.01%
1,095
9 10
11
12 13