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
126
$353K 0.07%
1,562
+8
127
$352K 0.07%
1,719
-32
128
$350K 0.07%
507
-29
129
$331K 0.06%
9,894
-3
130
$324K 0.06%
6,192
+135
131
$317K 0.06%
9,310
-224
132
$317K 0.06%
1,825
133
$305K 0.06%
6,482
134
$303K 0.06%
5,337
135
$299K 0.06%
1,550
+39
136
$299K 0.06%
2,265
137
$297K 0.06%
861
138
$294K 0.06%
1,504
139
$294K 0.06%
3,252
140
$291K 0.06%
1,379
-10
141
$287K 0.06%
3,724
-515
142
$285K 0.05%
9,935
-565
143
$283K 0.05%
9,608
144
$280K 0.05%
3,151
145
$276K 0.05%
3,784
146
$273K 0.05%
1,269
147
$270K 0.05%
5,239
-750
148
$269K 0.05%
6,324
-256
149
$269K 0.05%
2,429
150
$269K 0.05%
3,595
4 5
6
7 8