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
451
$9.35K ﹤0.01%
98
452
$9.17K ﹤0.01%
170
453
$9.04K ﹤0.01%
1,249
454
$8.78K ﹤0.01%
340
455
$8.54K ﹤0.01%
126
456
$8.27K ﹤0.01%
53
457
$8.25K ﹤0.01%
720
458
$8.2K ﹤0.01%
200
459
$8K ﹤0.01%
70
460
$7.69K ﹤0.01%
198
461
$7.43K ﹤0.01%
34
462
$7.27K ﹤0.01%
240
463
$7.25K ﹤0.01%
105
-503
464
$7.04K ﹤0.01%
100
465
$6.51K ﹤0.01%
90
466
$6.4K ﹤0.01%
134
467
$6.35K ﹤0.01%
+305
468
$6.34K ﹤0.01%
85
469
$6.33K ﹤0.01%
50
470
$6.28K ﹤0.01%
589
471
$6.28K ﹤0.01%
20
472
$5.84K ﹤0.01%
120
473
$5.46K ﹤0.01%
72
474
$5.4K ﹤0.01%
58
475
$5.25K ﹤0.01%
177
17 18
19
20 21