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
276
$73K 0.01%
1,022
277
$70.9K 0.01%
509
278
$70.6K 0.01%
300
279
$70.2K 0.01%
125
280
$69.8K 0.01%
5,800
281
$69.6K 0.01%
210
282
$69.4K 0.01%
535
283
$67.9K 0.01%
1,160
284
$67.4K 0.01%
350
285
$67.1K 0.01%
+400
286
$65.9K 0.01%
1,574
+1,285
287
$64.9K 0.01%
455
288
$63.6K 0.01%
1,477
289
$63.5K 0.01%
197
290
$63.1K 0.01%
1,883
-1,499
291
$63K 0.01%
370
292
$62.6K 0.01%
2,888
293
$62.2K 0.01%
546
294
$60.1K 0.01%
150
295
$58.5K 0.01%
591
296
$58.4K 0.01%
693
-91
297
$55.9K 0.01%
555
298
$55.9K 0.01%
1,157
299
$55.8K 0.01%
345
-70
300
$55.2K 0.01%
450
10 11
12
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