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
76
$758K 0.15%
1,663
77
$730K 0.14%
3,178
-9
78
$720K 0.14%
1,620
+59
79
$714K 0.14%
4,096
-63
80
$695K 0.13%
1,768
81
$683K 0.13%
2,235
-30
82
$668K 0.13%
18,212
-1,695
83
$655K 0.13%
1,751
+1,109
84
$641K 0.12%
5,268
-110
85
$628K 0.12%
3,028
-6
86
$619K 0.12%
4,283
+14
87
$605K 0.12%
5,706
88
$604K 0.12%
3,288
-148
89
$602K 0.12%
14,483
-200
90
$600K 0.12%
5,295
-518
91
$599K 0.12%
27,330
+10
92
$590K 0.11%
34,247
-9,770
93
$589K 0.11%
24,861
+39
94
$567K 0.11%
3,600
+227
95
$561K 0.11%
6,619
-138
96
$550K 0.11%
1,144
-7
97
$546K 0.11%
12,900
+4,390
98
$543K 0.1%
3,285
-13
99
$541K 0.1%
1,215
100
$527K 0.1%
1,078
2 3
4
5 6