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
76
$591K 0.12%
1,243
-10
77
$585K 0.12%
4,918
-230
78
$571K 0.11%
14,765
79
$566K 0.11%
2,443
-332
80
$566K 0.11%
3,734
-238
81
$558K 0.11%
2,963
-46
82
$554K 0.11%
2,273
83
$553K 0.11%
2,610
+86
84
$545K 0.11%
3,078
85
$537K 0.11%
10,317
-408
86
$533K 0.11%
1,485
+72
87
$533K 0.11%
6,002
-100
88
$527K 0.11%
1,155
-64
89
$523K 0.1%
11,270
-130
90
$510K 0.1%
1,795
91
$506K 0.1%
2,035
-120
92
$496K 0.1%
1,505
-175
93
$469K 0.09%
6,040
+465
94
$465K 0.09%
3,878
95
$457K 0.09%
7,808
-363
96
$456K 0.09%
5,900
-941
97
$446K 0.09%
6,740
98
$443K 0.09%
2,068
99
$438K 0.09%
1,803
100
$435K 0.09%
7,572
+65
2 3
4
5 6