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
$622M
AUM Growth
-$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.48M
3
+$2.2M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$591K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$421K

Top Sells

1
+$20M
2
+$5.78M
3
+$3.22M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.96M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.57M

Sector Composition

1 Technology 6.17%
2 Financials 4.88%
3 Healthcare 3.37%
4 Consumer Discretionary 3.25%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$326K 0.05%
1,275
152
$324K 0.05%
1,233
+188
153
$321K 0.05%
4,948
-210
154
$320K 0.05%
3,986
-125
155
$318K 0.05%
2,912
-316
156
$312K 0.05%
693
157
$310K 0.05%
8,684
-3,800
158
$309K 0.05%
8,955
-147
159
$289K 0.05%
1,855
-275
160
$287K 0.05%
4,382
161
$287K 0.05%
1,350
162
$285K 0.05%
5,500
-3,024
163
$284K 0.05%
5,175
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164
$284K 0.05%
1,741
165
$277K 0.04%
438
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166
$274K 0.04%
10,512
167
$273K 0.04%
2,848
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168
$272K 0.04%
964
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169
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995
170
$264K 0.04%
1,701
-30
171
$259K 0.04%
2,000
-454
172
$257K 0.04%
2,294
-40
173
$256K 0.04%
125
-59
174
$255K 0.04%
5,955
-30
175
$251K 0.04%
2,017
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7
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