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
326
$40.5K 0.01%
356
327
$40K 0.01%
326
328
$39.6K 0.01%
90
-25
329
$39.2K 0.01%
400
330
$38.9K 0.01%
1,715
331
$38.6K 0.01%
260
-516
332
$38.5K 0.01%
463
333
$38.2K 0.01%
210
-16
334
$37.7K 0.01%
448
-47
335
$36.8K 0.01%
226
+29
336
$36.8K 0.01%
1,000
337
$35.5K 0.01%
1,057
-357
338
$35K 0.01%
1,315
339
$35K 0.01%
307
340
$34.6K 0.01%
560
341
$34.5K 0.01%
1,833
+1,000
342
$34.1K 0.01%
608
343
$33.9K 0.01%
533
344
$33.7K 0.01%
5,018
+5,000
345
$33.5K 0.01%
1,093
346
$33.3K 0.01%
458
-14
347
$32.1K 0.01%
800
348
$31.5K 0.01%
600
349
$30.7K 0.01%
1,470
350
$30.7K 0.01%
150
-6
12 13
14
15 16