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
526
$3.1K ﹤0.01%
+66
527
$2.9K ﹤0.01%
35
528
$2.8K ﹤0.01%
62
529
$2.76K ﹤0.01%
38
530
$2.69K ﹤0.01%
40
531
$2.67K ﹤0.01%
147
532
$2.57K ﹤0.01%
191
533
$2.54K ﹤0.01%
97
534
$2.45K ﹤0.01%
124
535
$2.32K ﹤0.01%
120
536
$2.3K ﹤0.01%
9
537
$2.29K ﹤0.01%
48
538
$2.29K ﹤0.01%
10
539
$2.29K ﹤0.01%
110
540
$2.26K ﹤0.01%
+63
541
$2.15K ﹤0.01%
47
542
$2.05K ﹤0.01%
26
543
$2K ﹤0.01%
10
544
$1.99K ﹤0.01%
75
545
$1.93K ﹤0.01%
168
546
$1.91K ﹤0.01%
43
547
$1.89K ﹤0.01%
24
548
$1.89K ﹤0.01%
80
549
$1.74K ﹤0.01%
21
550
$1.69K ﹤0.01%
120
-80
20 21
22
23 24