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
$520M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$1.05M
3
+$479K
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$437K
5
KNSL icon
Kinsale Capital Group
KNSL
+$415K

Top Sells

1
+$7.53M
2
+$1.97M
3
+$1.42M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$658K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$542K

Sector Composition

1 Technology 5.88%
2 Financials 5.02%
3 Healthcare 3.59%
4 Consumer Discretionary 3.4%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$94.7K 0.02%
3,912
252
$89.8K 0.02%
1,015
253
$85.8K 0.02%
622
254
$85.8K 0.02%
900
255
$82.7K 0.02%
625
+85
256
$82.3K 0.02%
373
257
$82.1K 0.02%
2,130
-50
258
$82.1K 0.02%
1,255
259
$81.4K 0.02%
1,935
260
$80.3K 0.02%
3,096
261
$79.7K 0.02%
729
262
$79.4K 0.02%
900
263
$78.6K 0.02%
1,507
+22
264
$77.5K 0.01%
1,350
265
$76.5K 0.01%
2,216
266
$76.2K 0.01%
4,776
+828
267
$76.2K 0.01%
188
268
$75K 0.01%
1,288
-2,590
269
$74.6K 0.01%
2,590
-1,500
270
$74.3K 0.01%
652
-450
271
$74K 0.01%
675
272
$74K 0.01%
+400
273
$73.8K 0.01%
620
+11
274
$73.2K 0.01%
822
-1
275
$73K 0.01%
899
+200
9 10
11
12 13