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
51
$836K 0.21%
8,195
-350
52
$822K 0.2%
11,180
-80
53
$815K 0.2%
47,708
-8,396
54
$801K 0.2%
34,718
55
$799K 0.2%
9,122
+100
56
$792K 0.19%
4,652
-55
57
$778K 0.19%
2,466
58
$757K 0.19%
6,507
+621
59
$735K 0.18%
1,499
-30
60
$732K 0.18%
17,907
-4,327
61
$731K 0.18%
21,285
-201
62
$722K 0.18%
9,542
-300
63
$703K 0.17%
15,069
64
$694K 0.17%
8,355
+1,433
65
$687K 0.17%
2,306
66
$682K 0.17%
3,020
67
$668K 0.16%
8,192
-392
68
$650K 0.16%
13,158
+815
69
$650K 0.16%
6,253
+815
70
$611K 0.15%
1,547
-10
71
$604K 0.15%
5,859
-10
72
$564K 0.14%
45,772
-1,437
73
$560K 0.14%
9,726
-1,852
74
$555K 0.14%
2,185
-100
75
$532K 0.13%
3,596
1 2
3
4 5