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
476
$2.91K ﹤0.01%
+92
477
$2.86K ﹤0.01%
5
478
$2.85K ﹤0.01%
15
479
$2.67K ﹤0.01%
58
480
$2.6K ﹤0.01%
35
481
$2.51K ﹤0.01%
40
482
$2.46K ﹤0.01%
14
483
$2.16K ﹤0.01%
+120
484
$2.14K ﹤0.01%
+124
485
$2.08K ﹤0.01%
+22
486
$2.08K ﹤0.01%
20
487
$2.02K ﹤0.01%
40
488
$1.98K ﹤0.01%
+147
489
$1.97K ﹤0.01%
50
490
$1.95K ﹤0.01%
106
491
$1.91K ﹤0.01%
202
492
$1.77K ﹤0.01%
36
493
$1.75K ﹤0.01%
+15
494
$1.73K ﹤0.01%
+21
495
$1.7K ﹤0.01%
10
496
$1.68K ﹤0.01%
+26
497
$1.67K ﹤0.01%
+43
498
$1.67K ﹤0.01%
+16
499
$1.64K ﹤0.01%
+42
500
$1.61K ﹤0.01%
+97
18 19
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