EWM
Evermay Wealth Management Portfolio holdings
AUM
$812M
1-Year Est. Return
12.89%
1 Year Est. Return
+12.89%
AUM
$812M
AUM Growth
+$51M
(+6.7%)
Holding
609
Top Buys
| 1 | +$6.59M | |
| 2 | +$4.21M | |
| 3 | +$4.02M | |
| 4 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$3.39M |
| 5 |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
|
+$2.17M |
Top Sells
| 1 | +$11.4M | |
| 2 | +$3.97M | |
| 3 | +$1.92M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.25M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
601
Schwab US Large-Cap Value ETF
SCHV
$14.2B
| – | – |
-450
|
|
||
602
iShares ESG Optimized MSCI USA ETF
SUSA
$3.73B
| – | – |
-14
|
|
||
603
Cambria Shareholder Yield ETF
SYLD
$924M
| – | – |
-700
|
|
||
604
Tri Pointe Homes
TPH
$2.85B
| – | – |
-1,000
|
|
||
605
Vanguard Global ex-US Real Estate ETF
VNQI
$3.56B
| – | – |
-6
|
|
||
606
Vanguard ESG International Stock ETF
VSGX
$5.28B
| – | – |
-180
|
|
||
607
Miller Value Partners Appreciation ETF
MVPA
$69.6M
| – | – |
-126
|
|
||
|
MRP
608
Millrose Properties Inc
MRP
$5.38B
| – | – |
-12
|
|
||
|
SASR
609
DELISTED
Sandy Spring Bancorp Inc
SASR
| – | – |
-12,572
|
|