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
501
$2.11K ﹤0.01%
+6
502
$2.09K ﹤0.01%
160
503
$2.01K ﹤0.01%
20
504
$1.99K ﹤0.01%
21
505
$1.97K ﹤0.01%
75
506
$1.92K ﹤0.01%
65
-37
507
$1.84K ﹤0.01%
80
508
$1.64K ﹤0.01%
15
509
$1.63K ﹤0.01%
20
510
$1.59K ﹤0.01%
+7
511
$1.58K ﹤0.01%
2
512
$1.54K ﹤0.01%
63
513
$1.46K ﹤0.01%
529
514
$1.44K ﹤0.01%
5
515
$1.43K ﹤0.01%
300
516
$1.38K ﹤0.01%
8
517
$1.26K ﹤0.01%
40
518
$1.17K ﹤0.01%
14
-10
519
$1.09K ﹤0.01%
17
520
$1.05K ﹤0.01%
48
521
$1.02K ﹤0.01%
233
522
$999 ﹤0.01%
3
523
$992 ﹤0.01%
+19
524
$940 ﹤0.01%
+10
525
$931 ﹤0.01%
12
19 20
21
22 23