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
301
$74K 0.01%
+3,000
302
$72.1K 0.01%
800
303
$72.1K 0.01%
424
-202
304
$72K 0.01%
1,055
305
$71.5K 0.01%
675
306
$71.1K 0.01%
1,575
-120
307
$69.5K 0.01%
148
308
$69.4K 0.01%
288
309
$68.8K 0.01%
479
-12
310
$66.2K 0.01%
1,160
311
$66K 0.01%
800
312
$65.7K 0.01%
1,577
-237
313
$64.7K 0.01%
155
-38
314
$64.6K 0.01%
450
-5
315
$64.1K 0.01%
601
316
$63.9K 0.01%
+1,980
317
$63K 0.01%
1,110
318
$62.3K 0.01%
+655
319
$59.9K 0.01%
584
-351
320
$59.4K 0.01%
391
-197
321
$59.2K 0.01%
345
322
$59.2K 0.01%
2,100
323
$59.1K 0.01%
2,341
324
$57.5K 0.01%
355
-191
325
$56.9K 0.01%
800
11 12
13
14 15