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
376
$25.3K ﹤0.01%
+200
377
$25.3K ﹤0.01%
206
378
$24.6K ﹤0.01%
264
+50
379
$24.3K ﹤0.01%
714
+200
380
$23.4K ﹤0.01%
205
381
$23.4K ﹤0.01%
77
382
$23.3K ﹤0.01%
400
383
$21.8K ﹤0.01%
227
384
$21.7K ﹤0.01%
500
385
$21.7K ﹤0.01%
243
-6
386
$21.5K ﹤0.01%
+1,015
387
$20.8K ﹤0.01%
170
388
$20.4K ﹤0.01%
215
389
$20.2K ﹤0.01%
150
390
$20.1K ﹤0.01%
29
391
$19.5K ﹤0.01%
230
392
$19.1K ﹤0.01%
448
393
$18.6K ﹤0.01%
330
394
$18.3K ﹤0.01%
80
395
$18K ﹤0.01%
200
396
$17.5K ﹤0.01%
229
397
$17.3K ﹤0.01%
250
398
$16.9K ﹤0.01%
100
399
$16.8K ﹤0.01%
+300
400
$16.6K ﹤0.01%
150
14 15
16
17 18