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
451
$6.59K ﹤0.01%
390
+3
452
$6.53K ﹤0.01%
300
453
$6.47K ﹤0.01%
311
454
$6.35K ﹤0.01%
50
455
$6.33K ﹤0.01%
155
456
$6K ﹤0.01%
619
457
$5.93K ﹤0.01%
54
458
$5.47K ﹤0.01%
150
459
$5.39K ﹤0.01%
430
-47
460
$5.27K ﹤0.01%
140
+20
461
$5.25K ﹤0.01%
150
-150
462
$5.07K ﹤0.01%
7
463
$5K ﹤0.01%
600
464
$4.96K ﹤0.01%
58
465
$4.7K ﹤0.01%
50
466
$4.2K ﹤0.01%
160
467
$4.18K ﹤0.01%
98
468
$4.1K ﹤0.01%
301
469
$3.91K ﹤0.01%
87
470
$3.67K ﹤0.01%
195
471
$3.62K ﹤0.01%
80
-85
472
$3.33K ﹤0.01%
547
473
$3.32K ﹤0.01%
200
474
$3.13K ﹤0.01%
26
475
$2.93K ﹤0.01%
194
17 18
19
20 21