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
$622M
AUM Growth
-$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.48M
3
+$2.2M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$591K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$421K

Top Sells

1
+$20M
2
+$5.78M
3
+$3.22M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.96M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.57M

Sector Composition

1 Technology 6.17%
2 Financials 4.88%
3 Healthcare 3.37%
4 Consumer Discretionary 3.25%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8.06K ﹤0.01%
139
477
$7.81K ﹤0.01%
112
-138
478
$7.55K ﹤0.01%
107
479
$7.49K ﹤0.01%
60
480
$7.42K ﹤0.01%
38
481
$7.37K ﹤0.01%
58
482
$7.28K ﹤0.01%
50
483
$7.25K ﹤0.01%
126
484
$7.23K ﹤0.01%
+529
485
$6.98K ﹤0.01%
110
486
$6.95K ﹤0.01%
160
487
$6.84K ﹤0.01%
590
-48
488
$6.68K ﹤0.01%
42
489
$6.59K ﹤0.01%
100
490
$6.45K ﹤0.01%
113
-30
491
$6.42K ﹤0.01%
135
+100
492
$6.39K ﹤0.01%
+211
493
$6.12K ﹤0.01%
140
494
$5.99K ﹤0.01%
115
495
$5.97K ﹤0.01%
52
-562
496
$5.92K ﹤0.01%
+100
497
$5.91K ﹤0.01%
335
498
$5.67K ﹤0.01%
115
499
$5.59K ﹤0.01%
+57
500
$5.56K ﹤0.01%
+58
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