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
351
$39.6K 0.01%
880
-7,625
352
$39.4K 0.01%
608
353
$39.3K 0.01%
533
354
$38.6K 0.01%
458
355
$37.6K 0.01%
268
356
$35.5K 0.01%
129
357
$35.1K 0.01%
419
358
$34.8K 0.01%
330
-320
359
$34.7K 0.01%
2,000
360
$34.5K 0.01%
450
361
$34.4K 0.01%
260
362
$33.9K 0.01%
902
363
$33.6K 0.01%
1,057
364
$33.3K 0.01%
1,000
365
$32.8K 0.01%
735
366
$32.7K 0.01%
304
-12
367
$31.5K 0.01%
192
-197
368
$31.5K 0.01%
314
369
$30.9K 0.01%
+655
370
$30.6K ﹤0.01%
340
-288
371
$30.4K ﹤0.01%
514
372
$29.8K ﹤0.01%
250
373
$29.6K ﹤0.01%
1,844
374
$28.6K ﹤0.01%
108
375
$28.2K ﹤0.01%
900
-5,339
13 14
15
16 17