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
551
$1.66K ﹤0.01%
9
552
$1.57K ﹤0.01%
24
553
$1.47K ﹤0.01%
6
554
$1.46K ﹤0.01%
20
555
$1.43K ﹤0.01%
+8
556
$1.4K ﹤0.01%
25
557
$1.24K ﹤0.01%
2
558
$1.21K ﹤0.01%
16
559
$1.19K ﹤0.01%
168
560
$1.19K ﹤0.01%
40
561
$1.05K ﹤0.01%
5
562
$1.01K ﹤0.01%
48
563
$970 ﹤0.01%
5
564
$833 ﹤0.01%
113
565
$638 ﹤0.01%
21
566
$591 ﹤0.01%
15
567
$588 ﹤0.01%
14
568
$521 ﹤0.01%
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569
$504 ﹤0.01%
17
570
$401 ﹤0.01%
71
571
$384 ﹤0.01%
15
572
$360 ﹤0.01%
126
573
$355 ﹤0.01%
5
574
$270 ﹤0.01%
13
+5
575
$260 ﹤0.01%
3
21 22
23
24 25