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
151
$211K 0.05%
1,276
+50
152
$209K 0.05%
+544
153
$207K 0.05%
+4,638
154
$206K 0.05%
935
-15
155
$203K 0.05%
+1,666
156
$200K 0.05%
+679
157
$112K 0.03%
11,979
158
– –
-3,385
159
– –
-2,405
160
– –
-12,831
161
– –
-4,950
3 4 5 6
7