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EWM
Evermay Wealth Management Portfolio holdings
AUM
$902M
1-Year Est. Return
14.76%
This Fund
S&P 500
1 Year Est. Return
+14.76%
AUM
$812M
AUM Growth
+$51M
(+6.7%)
Holding
609
Top Buys
| 1 | +$6.1M | |
| 2 | +$4.2M | |
| 3 | +$3.81M | |
| 4 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$3.36M |
| 5 |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
|
+$2.02M |
Top Sells
| 1 | +$10.6M | |
| 2 | +$3.67M | |
| 3 | +$1.82M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.16M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$776K |
Sector Composition
| 1 | Technology | 4.98% |
| 2 | Financials | 4.11% |
| 3 | Consumer Discretionary | 3.07% |
| 4 | Healthcare | 2.02% |
| 5 | Industrials | 1.76% |