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
326
$56.3K 0.01%
1,550
-150
327
$56.1K 0.01%
600
328
$55.5K 0.01%
112
-3
329
$55.1K 0.01%
1,597
-5
330
$54.8K 0.01%
400
331
$54.6K 0.01%
1,200
332
$53.7K 0.01%
425
333
$53.6K 0.01%
1,169
+74
334
$53.1K 0.01%
1,985
335
$52.1K 0.01%
370
336
$51.2K 0.01%
2,245
-3,102
337
$51K 0.01%
560
338
$50.7K 0.01%
700
339
$50.2K 0.01%
1,000
340
$50.1K 0.01%
406
341
$49.5K 0.01%
554
+4
342
$48.5K 0.01%
1,050
-683
343
$47K 0.01%
600
344
$46.7K 0.01%
376
345
$46.3K 0.01%
326
346
$46.3K 0.01%
2,000
347
$45.3K 0.01%
1,000
348
$44K 0.01%
356
349
$43.3K 0.01%
93
-213
350
$41.2K 0.01%
397
-3
12 13
14
15 16