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
$489M
AUM Growth
-$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$2.18M
3
+$1.47M
4
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$931K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$492K

Top Sells

1
+$19.4M
2
+$2.91M
3
+$1.86M
4
EGP icon
EastGroup Properties
EGP
+$1.65M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.29M

Sector Composition

1 Technology 5.71%
2 Financials 5.12%
3 Healthcare 3.73%
4 Consumer Discretionary 3.38%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$108K 0.02%
541
227
$108K 0.02%
900
228
$107K 0.02%
1,025
-300
229
$107K 0.02%
1,135
230
$107K 0.02%
1,663
231
$106K 0.02%
286
+16
232
$106K 0.02%
306
233
$106K 0.02%
4,330
234
$104K 0.02%
414
+10
235
$104K 0.02%
355
+45
236
$101K 0.02%
913
237
$99.9K 0.02%
2,000
-17,480
238
$99K 0.02%
876
+76
239
$98.4K 0.02%
2,307
-298
240
$98K 0.02%
748
241
$97.2K 0.02%
622
242
$96.4K 0.02%
687
-50
243
$96.1K 0.02%
690
+65
244
$94.3K 0.02%
1,600
+345
245
$92.5K 0.02%
1,400
246
$91.5K 0.02%
1,000
247
$89.5K 0.02%
2,671
+788
248
$89.1K 0.02%
3,096
249
$88.3K 0.02%
+2,016
250
$86K 0.02%
1,018
+3
8 9
10
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