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
351
$31.2K ﹤0.01%
+600
352
$31.2K ﹤0.01%
1,109
353
$31.2K ﹤0.01%
340
354
$31K ﹤0.01%
132
355
$31K ﹤0.01%
1,052
-20
356
$30.7K ﹤0.01%
413
357
$30.5K ﹤0.01%
1,361
-66
358
$30.4K ﹤0.01%
735
359
$29.6K ﹤0.01%
260
360
$29.2K ﹤0.01%
293
-11
361
$29K ﹤0.01%
498
+400
362
$28.6K ﹤0.01%
174
363
$28.5K ﹤0.01%
+147
364
$27.8K ﹤0.01%
586
365
$27.7K ﹤0.01%
700
366
$27.6K ﹤0.01%
1,130
367
$27.2K ﹤0.01%
485
368
$27K ﹤0.01%
615
369
$27K ﹤0.01%
190
+2
370
$26.7K ﹤0.01%
358
371
$26.1K ﹤0.01%
108
372
$25.9K ﹤0.01%
+1,850
373
$25.7K ﹤0.01%
138
374
$25.6K ﹤0.01%
160
375
$25.5K ﹤0.01%
406
+3
13 14
15
16 17