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
401
$16.6K ﹤0.01%
165
402
$16.1K ﹤0.01%
105
-20
403
$16.1K ﹤0.01%
72
404
$16.1K ﹤0.01%
1,266
405
$16.1K ﹤0.01%
42
406
$16K ﹤0.01%
300
407
$16K ﹤0.01%
+200
408
$15.9K ﹤0.01%
778
409
$15.5K ﹤0.01%
147
410
$15.2K ﹤0.01%
220
411
$15.1K ﹤0.01%
130
412
$15.1K ﹤0.01%
140
-60
413
$14.7K ﹤0.01%
131
414
$14.5K ﹤0.01%
175
-100
415
$14.3K ﹤0.01%
199
416
$14.3K ﹤0.01%
707
-350
417
$14.2K ﹤0.01%
107
418
$13.7K ﹤0.01%
327
419
$13.7K ﹤0.01%
238
420
$13.4K ﹤0.01%
101
421
$13.1K ﹤0.01%
298
422
$13.1K ﹤0.01%
35
423
$12.7K ﹤0.01%
120
424
$12.6K ﹤0.01%
152
425
$12.4K ﹤0.01%
709
15 16
17
18 19