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
$516M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.07M
3
+$692K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$351K
5
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$292K

Top Sells

1
+$2.34M
2
+$2.13M
3
+$1.33M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.3M
5
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$886K

Sector Composition

1 Technology 5.57%
2 Healthcare 3.73%
3 Consumer Discretionary 3.54%
4 Financials 3.52%
5 Industrials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.33%
39,394
-16,742
27
$1.68M 0.33%
6,963
-76
28
$1.68M 0.33%
20,370
-112
29
$1.66M 0.32%
17,052
-530
30
$1.56M 0.3%
9,680
-1,555
31
$1.56M 0.3%
62,913
+9,663
32
$1.47M 0.28%
32,014
+697
33
$1.34M 0.26%
25,112
+2,006
34
$1.31M 0.25%
24,109
-817
35
$1.29M 0.25%
17,145
-3,910
36
$1.27M 0.25%
23,431
-4,371
37
$1.2M 0.23%
11,727
+8
38
$1.18M 0.23%
3,021
-458
39
$1.17M 0.23%
5,248
+252
40
$1.15M 0.22%
8,193
-2,198
41
$1.08M 0.21%
2,413
-42
42
$1.06M 0.2%
7,940
-3,260
43
$1.03M 0.2%
20,358
+861
44
$1M 0.19%
57,780
+6
45
$959K 0.19%
6,426
-60
46
$958K 0.19%
17,133
-653
47
$943K 0.18%
8,739
+265
48
$893K 0.17%
2,791
-129
49
$878K 0.17%
5,192
-548
50
$851K 0.16%
14,390
-17
1
2
3 4 5