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
151
$261K 0.05%
3,193
152
$260K 0.05%
10,488
153
$250K 0.05%
1,666
154
$250K 0.05%
6,486
-7
155
$248K 0.05%
2,700
-300
156
$243K 0.05%
1,750
157
$242K 0.05%
2,510
158
$234K 0.05%
1,765
+233
159
$232K 0.05%
875
-60
160
$229K 0.05%
1,008
+111
161
$225K 0.05%
1,126
162
$224K 0.04%
+1,325
163
$223K 0.04%
4,882
164
$218K 0.04%
6,470
165
$215K 0.04%
+7,060
166
$212K 0.04%
+1,170
167
$208K 0.04%
653
168
$208K 0.04%
12,840
-1,000
169
$206K 0.04%
2,662
-487
170
$206K 0.04%
1,980
-2,000
171
$204K 0.04%
+3,190
172
$204K 0.04%
11,979
173
$147K 0.03%
13
174
$17K ﹤0.01%
+2
175
– –
-9,220
4 5 6
7
8