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
26
$3.62M 0.45%
7,458
+4
27
$3.58M 0.44%
4,847
-7
28
$3.33M 0.41%
21,097
+318
29
$3.3M 0.41%
15,275
-1,100
30
$3.27M 0.4%
7,454
-5
31
$3.22M 0.4%
9,076
-811
32
$3.07M 0.38%
12,945
+2,293
33
$2.93M 0.36%
3,762
-163
34
$2.84M 0.35%
64,392
35
$2.83M 0.35%
14,587
-993
36
$2.51M 0.31%
6,845
-131
37
$2.44M 0.3%
42,712
-5,178
38
$2.43M 0.3%
27,149
-4,700
39
$2.26M 0.28%
68,530
-15,466
40
$2.23M 0.27%
8,086
-119
41
$2.17M 0.27%
12,206
-36
42
$2.09M 0.26%
10,564
+246
43
$1.99M 0.24%
38,224
-1,276
44
$1.83M 0.23%
16,495
45
$1.83M 0.22%
1,846
+18
46
$1.79M 0.22%
4,220
47
$1.65M 0.2%
3,001
48
$1.63M 0.2%
5,595
-97
49
$1.6M 0.2%
10,972
+73
50
$1.56M 0.19%
22,532
-665
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2
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