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
576
$241 ﹤0.01%
24
577
$199 ﹤0.01%
100
578
$128 ﹤0.01%
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579
$127 ﹤0.01%
8
580
$116 ﹤0.01%
1
581
$86 ﹤0.01%
38
-25
582
$81 ﹤0.01%
9
583
$76 ﹤0.01%
9
584
$75 ﹤0.01%
2
585
$69 ﹤0.01%
3
-230
586
$58 ﹤0.01%
7
587
$26 ﹤0.01%
2
588
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-36
22 23
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25 26