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
101
$763K 0.09%
24,614
102
$761K 0.09%
13,555
+1,109
103
$734K 0.09%
2,489
104
$726K 0.09%
9,065
+400
105
$712K 0.09%
2,607
+16
106
$706K 0.09%
+28,217
107
$699K 0.09%
24,918
+1,582
108
$695K 0.09%
2,229
-184
109
$693K 0.09%
920
110
$690K 0.08%
3,530
-79
111
$662K 0.08%
4,625
+176
112
$654K 0.08%
5,073
+110
113
$646K 0.08%
2,290
+51
114
$636K 0.08%
4,788
-116
115
$635K 0.08%
2,126
+15
116
$635K 0.08%
1,121
+61
117
$597K 0.07%
1,797
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118
$595K 0.07%
2,556
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119
$565K 0.07%
5,775
-560
120
$546K 0.07%
2,984
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121
$544K 0.07%
1,124
122
$532K 0.07%
21,012
-5,646
123
$525K 0.06%
2,726
-9
124
$506K 0.06%
1,308
125
$501K 0.06%
7,054
-487
3 4
5
6 7