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
376
$11K ﹤0.01%
44
+34
377
$11K ﹤0.01%
300
+100
378
$11K ﹤0.01%
+450
379
$11K ﹤0.01%
155
380
$11K ﹤0.01%
348
-100
381
$10K ﹤0.01%
+100
382
$10K ﹤0.01%
150
383
$10K ﹤0.01%
1,266
384
$10K ﹤0.01%
+240
385
$10K ﹤0.01%
160
-14
386
$10K ﹤0.01%
+80
387
$10K ﹤0.01%
375
388
$9K ﹤0.01%
120
389
$9K ﹤0.01%
30
-170
390
$9K ﹤0.01%
198
-320
391
$9K ﹤0.01%
225
-425
392
$9K ﹤0.01%
140
-50
393
$9K ﹤0.01%
80
394
$8K ﹤0.01%
375
395
$8K ﹤0.01%
170
-40
396
$8K ﹤0.01%
232
397
$8K ﹤0.01%
585
398
$8K ﹤0.01%
250
399
$7K ﹤0.01%
400
400
$7K ﹤0.01%
100
14 15
16
17 18