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
151
$348K 0.04%
3,784
152
$346K 0.04%
2,314
153
$344K 0.04%
1,275
154
$342K 0.04%
8,375
155
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156
$340K 0.04%
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157
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158
$336K 0.04%
761
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159
$330K 0.04%
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160
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2,437
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161
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1,399
162
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118
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163
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164
$307K 0.04%
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165
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166
$296K 0.04%
12,211
-1,884
167
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168
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169
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170
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526
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171
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930
172
$283K 0.03%
2,017
173
$269K 0.03%
1,499
174
$265K 0.03%
2,415
175
$265K 0.03%
500
+80
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7
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