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
301
$64.5K 0.01%
370
302
$63.9K 0.01%
1,909
+55
303
$62K 0.01%
678
-940
304
$62K 0.01%
800
305
$61.6K 0.01%
376
306
$60.4K 0.01%
1,010
307
$60K 0.01%
461
308
$59.9K 0.01%
400
309
$59.9K 0.01%
373
310
$59.6K 0.01%
500
311
$59K 0.01%
1,200
312
$58.4K 0.01%
314
313
$58K 0.01%
601
314
$57.6K 0.01%
1,000
315
$55.8K 0.01%
5,300
316
$54.8K 0.01%
543
-1,207
317
$53.9K 0.01%
1,275
318
$53.6K 0.01%
2,100
319
$53K 0.01%
1,716
320
$51.8K 0.01%
406
321
$51.6K 0.01%
285
-60
322
$51.5K 0.01%
1,067
323
$50.7K 0.01%
1,597
324
$50.3K 0.01%
869
325
$49.4K 0.01%
401
11 12
13
14 15