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
301
$54.4K 0.01%
601
302
$53.4K 0.01%
1,055
303
$53.1K 0.01%
754
-320
304
$52.9K 0.01%
660
+175
305
$52.1K 0.01%
4,215
306
$52.1K 0.01%
425
-190
307
$51.9K 0.01%
291
-10
308
$51.7K 0.01%
670
309
$51.5K 0.01%
616
310
$49.4K 0.01%
800
311
$49.3K 0.01%
1,941
+556
312
$49.2K 0.01%
1,360
+85
313
$48.5K 0.01%
146
314
$48.1K 0.01%
2,000
315
$46.5K 0.01%
800
316
$45.8K 0.01%
600
317
$45.5K 0.01%
533
+15
318
$45.2K 0.01%
800
319
$42.4K 0.01%
+120
320
$42.2K 0.01%
1,067
321
$41.8K 0.01%
600
322
$41.3K 0.01%
763
323
$41.1K 0.01%
544
+2
324
$40.9K 0.01%
308
325
$40.8K 0.01%
1,165
+45
11 12
13
14 15