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
26
$2.39M 0.46%
12,001
-83
27
$2.36M 0.45%
7,600
-120
28
$2.3M 0.44%
8,140
29
$2.3M 0.44%
59,195
+6,023
30
$2.07M 0.4%
6,946
-175
31
$2M 0.38%
11,505
32
$1.99M 0.38%
17,117
-440
33
$1.92M 0.37%
47,203
-723
34
$1.78M 0.34%
23,930
-3,274
35
$1.75M 0.34%
12,300
-10
36
$1.67M 0.32%
3,554
-392
37
$1.57M 0.3%
3,270
-112
38
$1.52M 0.29%
7,349
-337
39
$1.48M 0.28%
2,748
-29
40
$1.43M 0.27%
8,622
41
$1.36M 0.26%
9,792
-5
42
$1.36M 0.26%
2,935
43
$1.29M 0.25%
72,300
-276
44
$1.24M 0.24%
13,828
+340
45
$1.17M 0.23%
16,980
46
$1.15M 0.22%
4,022
-138
47
$1.15M 0.22%
4,192
-341
48
$1.14M 0.22%
23,150
+1,125
49
$1.14M 0.22%
37,000
50
$1.13M 0.22%
13,020
-660
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