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
$500M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$8.41M
3
+$3.04M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.34M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.5M

Top Sells

1
+$1.15M
2
+$1.1M
3
+$956K
4
AAPL icon
Apple
AAPL
+$604K
5
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$543K

Sector Composition

1 Technology 5.39%
2 Healthcare 3.99%
3 Consumer Discretionary 3.46%
4 Financials 3.37%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.4%
12,263
-275
27
$1.84M 0.37%
20,604
28
$1.7M 0.34%
17,657
-318
29
$1.68M 0.34%
7,680
+242
30
$1.64M 0.33%
22,223
+1,461
31
$1.61M 0.32%
5,476
-660
32
$1.61M 0.32%
27,641
-1,908
33
$1.58M 0.32%
7,039
+130
34
$1.42M 0.28%
22,245
-803
35
$1.41M 0.28%
10,441
+177
36
$1.36M 0.27%
31,317
-3,401
37
$1.31M 0.26%
25,332
+689
38
$1.29M 0.26%
3,478
-13
39
$1.25M 0.25%
7,757
-73
40
$1.25M 0.25%
8,831
-713
41
$1.23M 0.25%
5,579
+145
42
$1.19M 0.24%
11,540
+1,120
43
$1.15M 0.23%
45,988
-200
44
$1.08M 0.22%
5,860
-103
45
$1.07M 0.21%
11,719
46
$1.07M 0.21%
5,386
-20
47
$1.03M 0.21%
63,954
48
$1M 0.2%
4,838
+203
49
$991K 0.2%
17,751
-306
50
$962K 0.19%
17,786
-256
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2
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