EWM

Evermay Wealth Management Portfolio holdings

AUM $891M
1-Year Est. Return 14.12%
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$4.21M
3
+$4.02M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.39M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$2.17M

Top Sells

1
+$11.4M
2
+$3.97M
3
+$1.92M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
SPY icon
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
51
$1.52M 0.19%
20,080
52
$1.44M 0.18%
65,247
-286
53
$1.42M 0.17%
38,015
+120
54
$1.38M 0.17%
2,742
55
$1.36M 0.17%
7,461
-840
56
$1.34M 0.16%
9,013
-35
57
$1.33M 0.16%
10,106
-24
58
$1.33M 0.16%
54,582
-3,273
59
$1.32M 0.16%
9,850
+230
60
$1.31M 0.16%
4,094
+111
61
$1.3M 0.16%
16,270
+305
62
$1.3M 0.16%
8,131
63
$1.29M 0.16%
3,249
64
$1.28M 0.16%
10,811
-888
65
$1.25M 0.15%
7,068
+200
66
$1.25M 0.15%
25,185
-10,810
67
$1.24M 0.15%
11,535
+470
68
$1.22M 0.15%
51,240
-2,724
69
$1.22M 0.15%
6,569
-472
70
$1.2M 0.15%
5,479
71
$1.18M 0.15%
2,367
-4
72
$1.18M 0.14%
31,105
+7,032
73
$1.15M 0.14%
5,634
+880
74
$1.12M 0.14%
4,250
-299
75
$1.11M 0.14%
11,691
-1,135
1 2
3
4 5