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
326
$22K ﹤0.01%
+1,600
327
$22K ﹤0.01%
125
-66
328
$22K ﹤0.01%
133
329
$22K ﹤0.01%
590
330
$22K ﹤0.01%
126
-1,000
331
$21K ﹤0.01%
+331
332
$21K ﹤0.01%
153
333
$21K ﹤0.01%
226
+50
334
$21K ﹤0.01%
500
-25
335
$21K ﹤0.01%
725
336
$21K ﹤0.01%
170
337
$21K ﹤0.01%
1,150
338
$21K ﹤0.01%
1,000
339
$20K ﹤0.01%
+560
340
$19K ﹤0.01%
240
-1,200
341
$19K ﹤0.01%
300
342
$19K ﹤0.01%
750
343
$19K ﹤0.01%
+244
344
$18K ﹤0.01%
+600
345
$18K ﹤0.01%
330
346
$18K ﹤0.01%
15
-5
347
$18K ﹤0.01%
400
+150
348
$18K ﹤0.01%
1,360
-2,090
349
$17K ﹤0.01%
66
-1,347
350
$17K ﹤0.01%
219
12 13
14
15 16