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
426
$14.2K ﹤0.01%
1,266
427
$14.1K ﹤0.01%
130
428
$14K ﹤0.01%
50
429
$13.9K ﹤0.01%
126
430
$13.9K ﹤0.01%
125
431
$13.7K ﹤0.01%
269
-365
432
$13.6K ﹤0.01%
220
433
$13.4K ﹤0.01%
120
-60
434
$13.2K ﹤0.01%
153
435
$13.2K ﹤0.01%
709
436
$12.9K ﹤0.01%
+85
437
$12.8K ﹤0.01%
101
438
$12.6K ﹤0.01%
150
439
$12.5K ﹤0.01%
65
440
$12.4K ﹤0.01%
201
441
$12.3K ﹤0.01%
247
-63
442
$12.3K ﹤0.01%
55
443
$12.2K ﹤0.01%
200
444
$12.1K ﹤0.01%
450
445
$11.9K ﹤0.01%
340
446
$11.7K ﹤0.01%
298
447
$11.7K ﹤0.01%
530
448
$11.4K ﹤0.01%
147
449
$11.4K ﹤0.01%
50
450
$10.9K ﹤0.01%
+85
16 17
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