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
526
$918 ﹤0.01%
+10
527
$800 ﹤0.01%
117
+108
528
$718 ﹤0.01%
205
529
$709 ﹤0.01%
10
530
$697 ﹤0.01%
+80
531
$628 ﹤0.01%
5
532
$591 ﹤0.01%
+10
533
$574 ﹤0.01%
15
534
$519 ﹤0.01%
113
535
$465 ﹤0.01%
48
536
$458 ﹤0.01%
40
537
$454 ﹤0.01%
10
538
$423 ﹤0.01%
+13
539
$413 ﹤0.01%
8
540
$381 ﹤0.01%
5
541
$366 ﹤0.01%
15
542
$348 ﹤0.01%
17
543
$328 ﹤0.01%
40
544
$312 ﹤0.01%
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545
$259 ﹤0.01%
50
546
$245 ﹤0.01%
+5
547
$236 ﹤0.01%
91
548
$234 ﹤0.01%
3
549
$207 ﹤0.01%
100
550
$205 ﹤0.01%
+10
20 21
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