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
76
$523K 0.13%
2,512
-180
77
$516K 0.13%
3,136
+40
78
$489K 0.12%
22,699
+511
79
$482K 0.12%
11,125
-925
80
$481K 0.12%
1,089
81
$469K 0.12%
3,972
82
$464K 0.11%
8,071
83
$461K 0.11%
10,661
-795
84
$456K 0.11%
2,160
-150
85
$451K 0.11%
1,795
86
$447K 0.11%
4,132
87
$443K 0.11%
3,418
-385
88
$441K 0.11%
2,955
89
$437K 0.11%
2,080
90
$423K 0.1%
3,034
+35
91
$423K 0.1%
11,600
+310
92
$422K 0.1%
3,878
+66
93
$420K 0.1%
1,563
-100
94
$420K 0.1%
2,540
95
$414K 0.1%
2,855
-34
96
$413K 0.1%
1,222
97
$411K 0.1%
6,664
-68
98
$395K 0.1%
16,390
-493
99
$391K 0.1%
1,803
+32
100
$390K 0.1%
6,111
-209
2 3
4
5 6