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
126
$501K 0.06%
5,334
127
$491K 0.06%
1,060
-50
128
$489K 0.06%
1,684
+38
129
$481K 0.06%
1,237
-58
130
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3,498
131
$463K 0.06%
15,370
-158
132
$461K 0.06%
12,909
133
$457K 0.06%
1,710
-10
134
$449K 0.06%
4,918
+1
135
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2,836
-5
136
$445K 0.05%
637
+194
137
$441K 0.05%
1,690
138
$441K 0.05%
1,915
+130
139
$434K 0.05%
6,795
140
$434K 0.05%
9,181
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141
$425K 0.05%
13,601
+10,505
142
$397K 0.05%
731
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143
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144
$374K 0.05%
1,571
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145
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8,684
146
$358K 0.04%
341
+10
147
$357K 0.04%
5,270
+19
148
$354K 0.04%
3,632
+1,292
149
$353K 0.04%
6,238
-1,180
150
$350K 0.04%
1,199
-50
4 5
6
7 8