EWM
Evermay Wealth Management Portfolio holdings
AUM
$812M
1-Year Return
12.89%
This Quarter Return
+6.26%
1 Year Return
+12.89%
3 Year Return
+53.09%
5 Year Return
+88.49%
10 Year Return
+180.95%
AUM
$540M
AUM Growth
+$39.6M
(+7.9%)
Cap. Flow
+$9.45M
Cap. Flow
% of AUM
1.75%
Top 10 Holdings %
Top 10 Hldgs %
69.28%
Holding
520
New
342
Increased
30
Reduced
79
Closed
–
Top Buys
Top Sells
| 1 |
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
|
$2.67M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.99M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.29M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$840K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$593K |
Sector Composition
| 1 | Technology | 5.69% |
| 2 | Healthcare | 4.08% |
| 3 | Financials | 3.74% |
| 4 | Consumer Discretionary | 3.54% |
| 5 | Industrials | 2.97% |
