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
101
$385K 0.09%
2,264
-45
102
$373K 0.09%
6,710
103
$361K 0.09%
4,361
+300
104
$354K 0.09%
4,259
105
$349K 0.09%
4,955
106
$346K 0.09%
2,617
+309
107
$345K 0.08%
5,809
108
$342K 0.08%
1,360
109
$341K 0.08%
3,083
110
$334K 0.08%
2,266
111
$328K 0.08%
8,608
+303
112
$324K 0.08%
2,827
+1
113
$318K 0.08%
5,790
114
$318K 0.08%
2,068
-5
115
$314K 0.08%
10,125
-908
116
$312K 0.08%
4,338
-149
117
$311K 0.08%
2,479
+93
118
$311K 0.08%
3,402
+318
119
$310K 0.08%
19,645
-1,800
120
$308K 0.08%
4,695
+200
121
$295K 0.07%
11,391
-222
122
$293K 0.07%
3,205
123
$293K 0.07%
1,680
124
$282K 0.07%
1,432
+17
125
$281K 0.07%
5,806
3 4
5
6 7