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
176
$250K 0.04%
1,074
-100
177
$248K 0.04%
3,147
178
$248K 0.04%
1,384
+161
179
$248K 0.04%
14,323
180
$245K 0.04%
2,415
181
$239K 0.04%
1,467
-30
182
$239K 0.04%
737
183
$238K 0.04%
500
+214
184
$234K 0.04%
2,669
-21
185
$231K 0.04%
604
186
$223K 0.04%
2,520
-75
187
$223K 0.04%
3,372
+2,625
188
$218K 0.04%
2,515
-48
189
$217K 0.03%
11,979
190
$217K 0.03%
1,292
-1,558
191
$216K 0.03%
976
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192
$213K 0.03%
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193
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746
194
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427
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195
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881
196
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2,177
-1,742
197
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346
198
$200K 0.03%
971
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199
$195K 0.03%
801
-866
200
$195K 0.03%
399
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