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
126
$280K 0.07%
1,400
127
$271K 0.07%
1,635
128
$271K 0.07%
4,545
+510
129
$264K 0.06%
5,142
-288
130
$263K 0.06%
3,502
-100
131
$261K 0.06%
4,544
132
$261K 0.06%
3,037
133
$261K 0.06%
10,120
+1,200
134
$258K 0.06%
1,750
135
$258K 0.06%
2,790
136
$253K 0.06%
2,301
137
$250K 0.06%
900
+100
138
$250K 0.06%
6,470
-40
139
$249K 0.06%
3,000
140
$246K 0.06%
+1,594
141
$245K 0.06%
7,164
142
$239K 0.06%
245
143
$237K 0.06%
3,776
-104
144
$237K 0.06%
6,617
145
$236K 0.06%
+3,193
146
$229K 0.06%
+2,824
147
$225K 0.06%
6,470
148
$221K 0.05%
+7,457
149
$216K 0.05%
893
150
$214K 0.05%
+14,880
3 4 5
6
7