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
401
$18.6K ﹤0.01%
250
-152
402
$18.5K ﹤0.01%
448
403
$17.7K ﹤0.01%
282
404
$17.4K ﹤0.01%
113
-400
405
$17.2K ﹤0.01%
165
406
$17.1K ﹤0.01%
42
407
$16.6K ﹤0.01%
80
408
$16.3K ﹤0.01%
600
-200
409
$16.1K ﹤0.01%
29
410
$16K ﹤0.01%
125
-12
411
$15.9K ﹤0.01%
129
-49
412
$15.7K ﹤0.01%
35
413
$15.5K ﹤0.01%
119
-826
414
$15.4K ﹤0.01%
230
415
$15.1K ﹤0.01%
233
-216
416
$15.1K ﹤0.01%
100
417
$15.1K ﹤0.01%
238
418
$15K ﹤0.01%
200
419
$14.8K ﹤0.01%
125
-98
420
$14.8K ﹤0.01%
1,005
-101
421
$14.8K ﹤0.01%
139
-40
422
$14.7K ﹤0.01%
+25
423
$14.7K ﹤0.01%
+400
424
$14.6K ﹤0.01%
300
425
$14.5K ﹤0.01%
172
+170
15 16
17
18 19