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
351
$17K ﹤0.01%
130
352
$17K ﹤0.01%
170
353
$16K ﹤0.01%
336
354
$16K ﹤0.01%
263
355
$16K ﹤0.01%
390
356
$15K ﹤0.01%
20
357
$15K ﹤0.01%
77
358
$15K ﹤0.01%
100
359
$14K ﹤0.01%
200
-100
360
$14K ﹤0.01%
230
361
$14K ﹤0.01%
100
362
$14K ﹤0.01%
83
-360
363
$14K ﹤0.01%
183
-62
364
$13K ﹤0.01%
300
365
$13K ﹤0.01%
404
-1,460
366
$13K ﹤0.01%
60
-33
367
$13K ﹤0.01%
102
-1
368
$13K ﹤0.01%
300
369
$12K ﹤0.01%
69
370
$12K ﹤0.01%
150
-400
371
$12K ﹤0.01%
60
372
$12K ﹤0.01%
250
-6,220
373
$12K ﹤0.01%
80
-200
374
$11K ﹤0.01%
180
375
$11K ﹤0.01%
125
13 14
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16 17