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
501
$5.42K ﹤0.01%
52
502
$5.42K ﹤0.01%
+225
503
$5.24K ﹤0.01%
98
504
$5.04K ﹤0.01%
300
505
$5.03K ﹤0.01%
477
+110
506
$4.98K ﹤0.01%
177
507
$4.81K ﹤0.01%
+27
508
$4.69K ﹤0.01%
26
509
$4.49K ﹤0.01%
32
510
$4.48K ﹤0.01%
155
511
$4.48K ﹤0.01%
224
512
$4.39K ﹤0.01%
+124
513
$4.11K ﹤0.01%
5
514
$4.1K ﹤0.01%
41
515
$4.08K ﹤0.01%
610
516
$4.02K ﹤0.01%
150
517
$3.94K ﹤0.01%
102
518
$3.78K ﹤0.01%
+134
519
$3.74K ﹤0.01%
15
520
$3.63K ﹤0.01%
58
521
$3.56K ﹤0.01%
20
522
$3.55K ﹤0.01%
200
523
$3.41K ﹤0.01%
50
524
$3.35K ﹤0.01%
92
525
$3.33K ﹤0.01%
4
19 20
21
22 23