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
201
$191K 0.03%
1,998
+367
202
$191K 0.03%
2,340
203
$190K 0.03%
1,758
204
$190K 0.03%
+5,194
205
$189K 0.03%
30,000
206
$187K 0.03%
4,931
-150
207
$185K 0.03%
44
-15
208
$174K 0.03%
685
+103
209
$173K 0.03%
335
210
$171K 0.03%
3,228
-231
211
$169K 0.03%
2,168
212
$169K 0.03%
2,350
213
$167K 0.03%
460
-34
214
$167K 0.03%
5,000
215
$164K 0.03%
1,813
-1,328
216
$161K 0.03%
1,099
217
$161K 0.03%
1,913
-435
218
$160K 0.03%
659
219
$159K 0.03%
1,933
+351
220
$159K 0.03%
1,440
221
$158K 0.03%
1,460
222
$157K 0.03%
3,489
-83
223
$156K 0.03%
4,159
224
$154K 0.02%
859
225
$153K 0.02%
2,421
-321
7 8
9
10 11