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
101
$435K 0.09%
1,222
102
$433K 0.09%
19,645
103
$433K 0.09%
6,050
-730
104
$430K 0.09%
1,660
-70
105
$428K 0.09%
2,855
106
$427K 0.09%
1,788
+38
107
$420K 0.08%
4,118
108
$418K 0.08%
2,820
109
$411K 0.08%
1,691
+142
110
$407K 0.08%
2,617
111
$405K 0.08%
6,598
-66
112
$404K 0.08%
2,301
113
$400K 0.08%
2,540
114
$399K 0.08%
5,142
115
$387K 0.08%
4,691
116
$384K 0.08%
16,790
-2,979
117
$382K 0.08%
1,980
-100
118
$377K 0.08%
1,621
119
$375K 0.08%
11,667
+3
120
$373K 0.07%
3,557
+84
121
$367K 0.07%
3,205
122
$363K 0.07%
1,424
+168
123
$361K 0.07%
4,004
-490
124
$358K 0.07%
4,219
125
$354K 0.07%
5,431
3 4
5
6 7