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
51
$1.6M 0.26%
4,270
+7
52
$1.59M 0.26%
24,221
-2,212
53
$1.55M 0.25%
48,828
+1,051
54
$1.51M 0.24%
8,781
+211
55
$1.51M 0.24%
8,440
-200
56
$1.49M 0.24%
7,534
-25
57
$1.47M 0.24%
2,512
-36
58
$1.45M 0.23%
70,614
-452
59
$1.41M 0.23%
32,667
-2,339
60
$1.38M 0.22%
8,520
-1,012
61
$1.37M 0.22%
6,839
-4,804
62
$1.37M 0.22%
11,697
-385
63
$1.36M 0.22%
9,734
+25
64
$1.32M 0.21%
10,866
-17
65
$1.3M 0.21%
2,742
66
$1.26M 0.2%
56,967
-453
67
$1.26M 0.2%
7,257
-427
68
$1.25M 0.2%
10,872
-197
69
$1.24M 0.2%
12,987
-425
70
$1.19M 0.19%
10,666
71
$1.17M 0.19%
3,227
-125
72
$1.16M 0.19%
20,200
-1,799
73
$1.15M 0.18%
6,868
-2
74
$1.14M 0.18%
4,595
75
$1.1M 0.18%
4,910
-310
1 2
3
4 5