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
$329M
AUM Growth
-$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$1.79M
3
+$1.48M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.24M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$724K

Top Sells

1
+$5M
2
+$2.47M
3
+$1.19M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.12M
5
DFS
Discover Financial Services
DFS
+$471K

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
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156
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157
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158
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159
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160
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161
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162
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7