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
$516M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.07M
3
+$692K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$351K
5
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$292K

Top Sells

1
+$2.34M
2
+$2.13M
3
+$1.33M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.3M
5
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$886K

Sector Composition

1 Technology 5.57%
2 Healthcare 3.73%
3 Consumer Discretionary 3.54%
4 Financials 3.52%
5 Industrials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$44K 0.01%
600
277
$43K 0.01%
832
-50
278
$43K 0.01%
1,136
279
$43K 0.01%
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280
$43K 0.01%
2,754
281
$43K 0.01%
+346
282
$43K 0.01%
+208
283
$42K 0.01%
900
284
$42K 0.01%
350
285
$42K 0.01%
800
286
$41K 0.01%
290
287
$41K 0.01%
103
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288
$40K 0.01%
181
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289
$40K 0.01%
562
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290
$39K 0.01%
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291
$39K 0.01%
429
292
$39K 0.01%
260
293
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200
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294
$38K 0.01%
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295
$38K 0.01%
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296
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297
$36K 0.01%
1,515
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298
$36K 0.01%
533
299
$35K 0.01%
+1,406
300
$34K 0.01%
416
+366
10 11
12
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