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
276
$91.8K 0.01%
360
-91
277
$90.3K 0.01%
1,699
278
$90K 0.01%
210
279
$89.8K 0.01%
1,150
280
$87.6K 0.01%
1,290
281
$86.3K 0.01%
300
282
$85.6K 0.01%
600
283
$85.4K 0.01%
822
-50
284
$83.8K 0.01%
475
285
$82.8K 0.01%
1,033
-2,517
286
$82.6K 0.01%
300
287
$80.3K 0.01%
+1,340
288
$79.6K 0.01%
3,906
289
$79K 0.01%
1,517
-362
290
$78.8K 0.01%
1,010
-15
291
$78.8K 0.01%
350
292
$78.5K 0.01%
1,750
-150
293
$77.5K 0.01%
400
294
$77.5K 0.01%
180
295
$77.2K 0.01%
350
-36
296
$76.9K 0.01%
49
297
$76.8K 0.01%
862
-60
298
$76.7K 0.01%
535
299
$75.3K 0.01%
3,211
-6,530
300
$74.7K 0.01%
5,800
10 11
12
13 14