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
176
$263K 0.03%
1,350
177
$262K 0.03%
645
178
$258K 0.03%
2,077
+100
179
$256K 0.03%
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180
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5,805
-150
181
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2,481
182
$233K 0.03%
2,983
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183
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1,467
184
$230K 0.03%
569
-11
185
$224K 0.03%
1,223
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186
$216K 0.03%
11,979
187
$216K 0.03%
294
188
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1,174
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189
$211K 0.03%
993
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190
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991
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191
$207K 0.03%
604
192
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193
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196
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197
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346
198
$201K 0.02%
801
199
$201K 0.02%
2,515
200
$190K 0.02%
480
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