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
501
$1.59K ﹤0.01%
24
502
$1.55K ﹤0.01%
35
503
$1.53K ﹤0.01%
+47
504
$1.5K ﹤0.01%
+48
505
$1.5K ﹤0.01%
23
506
$1.5K ﹤0.01%
+30
507
$1.47K ﹤0.01%
420
508
$1.44K ﹤0.01%
+25
509
$1.43K ﹤0.01%
5
510
$1.38K ﹤0.01%
+24
511
$1.37K ﹤0.01%
10
512
$1.34K ﹤0.01%
+3
513
$1.33K ﹤0.01%
+9
514
$1.31K ﹤0.01%
1
515
$1.31K ﹤0.01%
22
516
$1.13K ﹤0.01%
32
517
$1.12K ﹤0.01%
+21
518
$1.08K ﹤0.01%
+16
519
$1.08K ﹤0.01%
50
520
$1.01K ﹤0.01%
40
521
$1.01K ﹤0.01%
22
522
$989 ﹤0.01%
5
523
$965 ﹤0.01%
26
524
$915 ﹤0.01%
21
525
$798 ﹤0.01%
12
-195
19 20
21
22 23