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
126
$345K 0.07%
3,912
+98
127
$343K 0.07%
4,643
+12
128
$339K 0.07%
2,639
-31
129
$334K 0.07%
5,724
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130
$330K 0.07%
3,017
-20
131
$329K 0.07%
2,479
132
$319K 0.06%
2,266
133
$319K 0.06%
5,765
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134
$317K 0.06%
5,790
135
$315K 0.06%
4,457
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136
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1,656
-176
137
$314K 0.06%
4,475
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138
$311K 0.06%
9,791
-8,133
139
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7,164
140
$307K 0.06%
3,035
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141
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900
142
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3,600
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144
$290K 0.06%
5,661
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145
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1,350
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146
$286K 0.06%
2,647
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147
$284K 0.06%
2,541
+445
148
$272K 0.05%
+4,950
149
$266K 0.05%
353
+10
150
$264K 0.05%
3,505
+70
4 5
6
7 8