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
$500M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$8.41M
3
+$3.04M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.34M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.5M

Top Sells

1
+$1.15M
2
+$1.1M
3
+$956K
4
AAPL icon
Apple
AAPL
+$604K
5
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$543K

Sector Composition

1 Technology 5.39%
2 Healthcare 3.99%
3 Consumer Discretionary 3.46%
4 Financials 3.37%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$932K 0.19%
6,741
-330
52
$924K 0.18%
14,632
+130
53
$917K 0.18%
8,474
-308
54
$914K 0.18%
3,249
+733
55
$884K 0.18%
11,639
-965
56
$877K 0.18%
29,512
-127
57
$876K 0.18%
+47,870
58
$865K 0.17%
2,455
59
$829K 0.17%
4,878
-110
60
$810K 0.16%
6,359
+1
61
$807K 0.16%
2,920
-100
62
$792K 0.16%
1,964
+97
63
$780K 0.16%
8,752
64
$768K 0.15%
15,647
-1,592
65
$713K 0.14%
15,744
+321
66
$703K 0.14%
3,763
-25
67
$670K 0.13%
3,086
-25
68
$668K 0.13%
40,100
-4,660
69
$667K 0.13%
4,989
-740
70
$667K 0.13%
10,185
+60
71
$656K 0.13%
2,027
72
$649K 0.13%
12,315
-560
73
$632K 0.13%
5,353
-106
74
$611K 0.12%
5,353
-749
75
$601K 0.12%
3,995
-45
1 2
3
4 5