EWM
Evermay Wealth Management Portfolio holdings
AUM
$812M
This Quarter Return
+6.57%
1 Year Return
+12.89%
3 Year Return
+53.09%
5 Year Return
+88.49%
10 Year Return
+180.95%
AUM
$622M
AUM Growth
+$622M
(-0.22%)
Cap. Flow
-$37.3M
Cap. Flow
% of AUM
-6%
Top 10 Holdings %
Top 10 Hldgs %
57.1%
Holding
641
New
32
Increased
55
Reduced
203
Closed
52
Top Buys
| 1 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$3.01M |
| 2 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$2.48M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.2M |
| 4 |
Broadcom
AVGO
|
$1.37M |
| 5 |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
|
$591K |
Top Sells
Sector Composition
| 1 | Technology | 6.17% |
| 2 | Financials | 4.88% |
| 3 | Healthcare | 3.37% |
| 4 | Consumer Discretionary | 3.25% |
| 5 | Industrials | 2.32% |
