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
376
$27.8K ﹤0.01%
+410
377
$27.4K ﹤0.01%
+554
378
$27.2K ﹤0.01%
275
-188
379
$27.1K ﹤0.01%
252
+225
380
$26.3K ﹤0.01%
76
381
$26K ﹤0.01%
95
+40
382
$25.5K ﹤0.01%
138
-36
383
$25.1K ﹤0.01%
495
-5
384
$24.9K ﹤0.01%
+615
385
$24.4K ﹤0.01%
206
386
$24K ﹤0.01%
700
387
$23.8K ﹤0.01%
227
388
$23.7K ﹤0.01%
243
389
$23.6K ﹤0.01%
485
390
$22.1K ﹤0.01%
500
391
$21.8K ﹤0.01%
199
-471
392
$21.6K ﹤0.01%
174
-360
393
$21.4K ﹤0.01%
330
394
$21.3K ﹤0.01%
77
395
$21.2K ﹤0.01%
215
-401
396
$20.9K ﹤0.01%
200
397
$20.8K ﹤0.01%
330
-2,137
398
$20.5K ﹤0.01%
1,109
399
$19.2K ﹤0.01%
197
-256
400
$18.9K ﹤0.01%
150
-5
14 15
16
17 18