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
$407M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$536K
2
+$490K
3
+$411K
4
DUK icon
Duke Energy
DUK
+$379K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$371K

Top Sells

1
+$1.01M
2
+$814K
3
+$795K
4
D icon
Dominion Energy
D
+$575K
5
AMZN icon
Amazon
AMZN
+$321K

Sector Composition

1 Technology 6.11%
2 Healthcare 4.61%
3 Consumer Discretionary 4.21%
4 Financials 3.06%
5 Industrials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 0.48%
13,978
+156
27
$1.86M 0.46%
7,103
-126
28
$1.82M 0.45%
12,258
+210
29
$1.76M 0.43%
29,510
+854
30
$1.69M 0.42%
21,358
-126
31
$1.67M 0.41%
18,867
+4,275
32
$1.63M 0.4%
31,464
-211
33
$1.53M 0.38%
6,979
+365
34
$1.45M 0.36%
10,433
-69
35
$1.37M 0.34%
4,389
-20
36
$1.21M 0.3%
7,459
37
$1.09M 0.27%
10,836
+2,280
38
$1.07M 0.26%
8,024
+42
39
$1.06M 0.26%
80,160
+306
40
$1.05M 0.26%
26,706
+1,782
41
$1.02M 0.25%
8,238
-44
42
$995K 0.24%
12,604
-7,281
43
$948K 0.23%
15,727
-970
44
$921K 0.23%
35,577
+811
45
$907K 0.22%
19,602
-768
46
$872K 0.21%
4,430
47
$869K 0.21%
12,134
+800
48
$861K 0.21%
2,425
-25
49
$851K 0.21%
5,406
+101
50
$839K 0.21%
5,038
-10
1
2
3 4 5