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
426
$12.2K ﹤0.01%
133
427
$12.1K ﹤0.01%
125
428
$12K ﹤0.01%
400
429
$12K ﹤0.01%
55
430
$12K ﹤0.01%
100
431
$11.9K ﹤0.01%
323
432
$11.9K ﹤0.01%
65
433
$11.6K ﹤0.01%
80
434
$11.6K ﹤0.01%
265
435
$11.4K ﹤0.01%
99
-40
436
$11.4K ﹤0.01%
50
437
$11.2K ﹤0.01%
300
438
$11.1K ﹤0.01%
305
+200
439
$10.9K ﹤0.01%
81
440
$10.8K ﹤0.01%
+1,000
441
$10.7K ﹤0.01%
20
442
$10.4K ﹤0.01%
249
443
$10.3K ﹤0.01%
100
444
$10.1K ﹤0.01%
159
445
$10.1K ﹤0.01%
140
446
$10.1K ﹤0.01%
71
447
$10K ﹤0.01%
125
448
$9.76K ﹤0.01%
60
449
$9.76K ﹤0.01%
500
450
$9.36K ﹤0.01%
120
16 17
18
19 20