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
276
$90.8K 0.01%
1,320
277
$90.5K 0.01%
1,517
278
$89.9K 0.01%
316
279
$87.2K 0.01%
1,340
280
$85.8K 0.01%
210
281
$84.2K 0.01%
1,710
+278
282
$83.9K 0.01%
675
283
$83.4K 0.01%
695
-100
284
$81.6K 0.01%
1,110
285
$81.4K 0.01%
822
286
$81.3K 0.01%
1,097
+66
287
$79.9K 0.01%
2,609
288
$79.1K 0.01%
400
289
$79K 0.01%
148
290
$78.3K 0.01%
1,216
+220
291
$78.2K 0.01%
1,600
292
$77.8K 0.01%
473
-61
293
$77.3K 0.01%
2,694
+431
294
$77.3K 0.01%
3,000
295
$76.9K 0.01%
5,800
296
$71.6K 0.01%
1,382
-406
297
$67.3K 0.01%
1,100
+150
298
$66.6K 0.01%
4,775
299
$66.3K 0.01%
100
300
$65K 0.01%
408
10 11
12
13 14