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
301
$34K 0.01%
1,000
302
$33K 0.01%
200
-125
303
$32K 0.01%
374
304
$32K 0.01%
+900
305
$32K 0.01%
516
306
$32K 0.01%
560
-200
307
$32K 0.01%
+100
308
$31K 0.01%
+100
309
$30K 0.01%
495
310
$30K 0.01%
829
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311
$30K 0.01%
472
312
$30K 0.01%
700
313
$29K 0.01%
67
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314
$28K 0.01%
725
-600
315
$28K 0.01%
200
316
$27K 0.01%
464
317
$27K 0.01%
333
318
$27K 0.01%
900
319
$26K 0.01%
110
320
$25K ﹤0.01%
226
321
$25K ﹤0.01%
1,000
322
$25K ﹤0.01%
176
323
$23K ﹤0.01%
82
324
$23K ﹤0.01%
+390
325
$23K ﹤0.01%
+35
11 12
13
14 15