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EWM

Evermay Wealth Management Portfolio holdings

AUM $902M
1-Year Est. Return 14.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.76%
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
+$1.1M
3
+$698K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$362K
5
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$292K

Top Sells

1
+$2.39M
2
+$2.19M
3
+$1.39M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.34M
5
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$953K

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
426
$3K ﹤0.01%
50
427
$3K ﹤0.01%
+117
428
$3K ﹤0.01%
325
429
$3K ﹤0.01%
230
430
$3K ﹤0.01%
40
431
$3K ﹤0.01%
100
-220
432
$2K ﹤0.01%
+1,139
433
$2K ﹤0.01%
40
434
$2K ﹤0.01%
50
435
$2K ﹤0.01%
100
436
$2K ﹤0.01%
7
437
$2K ﹤0.01%
50
-14
438
$1K ﹤0.01%
100
439
$1K ﹤0.01%
+11
440
$1K ﹤0.01%
+35
441
$1K ﹤0.01%
5
442
$1K ﹤0.01%
28
443
$1K ﹤0.01%
100
444
$1K ﹤0.01%
9
445
$1K ﹤0.01%
71
446
– –
-51
447
– –
-1,600
448
– –
-413
449
– –
-214
450
– –
-200
16 17
18
19 20