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
326
$49.3K 0.01%
600
327
$48.6K 0.01%
610
+500
328
$45.7K 0.01%
560
329
$44.7K 0.01%
425
330
$44.2K 0.01%
326
331
$43.6K 0.01%
830
-380
332
$42.6K 0.01%
410
333
$42.4K 0.01%
356
334
$42.2K 0.01%
670
335
$41.4K 0.01%
93
336
$40.6K 0.01%
450
337
$40K ﹤0.01%
415
-925
338
$39.6K ﹤0.01%
533
339
$39.3K ﹤0.01%
880
340
$39K ﹤0.01%
126
341
$36.7K ﹤0.01%
111
342
$36.6K ﹤0.01%
2,000
343
$36.6K ﹤0.01%
800
344
$34.2K ﹤0.01%
1,000
345
$33.4K ﹤0.01%
1,844
346
$32.5K ﹤0.01%
440
347
$32.2K ﹤0.01%
+664
348
$32K ﹤0.01%
600
349
$31.7K ﹤0.01%
+1,300
350
$31.6K ﹤0.01%
514
12 13
14
15 16