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EWM

Evermay Wealth Management Portfolio holdings

AUM $902M
1-Year Est. Return 14.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
-$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$1.81M
3
+$1.76M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.47M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$713K

Top Sells

1
+$6.45M
2
+$3.28M
3
+$1.55M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.48M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$495K

Sector Composition

1 Technology 5.3%
2 Healthcare 4.33%
3 Consumer Discretionary 3.38%
4 Financials 3.24%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$226K 0.07%
4,950
-22
127
$220K 0.07%
3,209
-862
128
$218K 0.07%
1,515
129
$218K 0.07%
1,400
130
$218K 0.07%
1,795
-179
131
$217K 0.07%
1,700
+85
132
$211K 0.06%
6,206
-491
133
$209K 0.06%
2,790
-1,534
134
$204K 0.06%
3,097
-13
135
$138K 0.04%
11,979
136
– –
-1,986
137
– –
-2,405
138
– –
-2,350
139
– –
-3,188
140
– –
-3,054
141
– –
-544
142
– –
-5,670
143
– –
-2,156
144
– –
-4,314
145
– –
-4,660
146
– –
-1,320
147
– –
-11,805
148
– –
-5,330
149
– –
-8,060
150
– –
-7,436
3 4 5
6
7