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
451
$10.9K ﹤0.01%
323
452
$10.8K ﹤0.01%
249
453
$10.8K ﹤0.01%
265
454
$10.8K ﹤0.01%
180
455
$10.7K ﹤0.01%
80
456
$10.7K ﹤0.01%
248
-60
457
$10.6K ﹤0.01%
300
458
$10.4K ﹤0.01%
140
459
$10.4K ﹤0.01%
450
460
$10.4K ﹤0.01%
500
461
$10.1K ﹤0.01%
20
462
$10K ﹤0.01%
152
463
$9.95K ﹤0.01%
125
464
$9.8K ﹤0.01%
400
465
$9.46K ﹤0.01%
170
466
$9.26K ﹤0.01%
120
467
$9.2K ﹤0.01%
70
468
$9.15K ﹤0.01%
+159
469
$9.11K ﹤0.01%
240
470
$9.11K ﹤0.01%
+149
471
$8.38K ﹤0.01%
166
-18
472
$8.29K ﹤0.01%
+100
473
$8.17K ﹤0.01%
198
474
$8.16K ﹤0.01%
71
475
$8.11K ﹤0.01%
+700
17 18
19
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