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
476
$5.21K ﹤0.01%
37
477
$5.17K ﹤0.01%
132
-24
478
$4.73K ﹤0.01%
5
479
$4.71K ﹤0.01%
420
+400
480
$4.49K ﹤0.01%
135
-115
481
$4.47K ﹤0.01%
+40
482
$4.38K ﹤0.01%
+500
483
$4.1K ﹤0.01%
107
484
$3.62K ﹤0.01%
216
485
$3.56K ﹤0.01%
17
486
$3.22K ﹤0.01%
200
487
$3.21K ﹤0.01%
4
488
$3.18K ﹤0.01%
200
489
$3.12K ﹤0.01%
35
-25
490
$3.1K ﹤0.01%
347
-59
491
$2.85K ﹤0.01%
40
492
$2.77K ﹤0.01%
25
493
$2.66K ﹤0.01%
50
494
$2.56K ﹤0.01%
150
+90
495
$2.54K ﹤0.01%
110
496
$2.48K ﹤0.01%
15
497
$2.37K ﹤0.01%
62
498
$2.34K ﹤0.01%
99
-501
499
$2.25K ﹤0.01%
85
500
$2.17K ﹤0.01%
20
18 19
20
21 22