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
251
$85.4K 0.02%
900
252
$84.3K 0.02%
373
253
$83.1K 0.02%
534
+308
254
$82.6K 0.02%
2,663
-2,700
255
$82K 0.02%
633
-1
256
$81.8K 0.02%
400
257
$81.4K 0.02%
5,356
258
$81.2K 0.02%
3,650
-1,300
259
$80.6K 0.02%
400
260
$77.8K 0.02%
300
261
$76K 0.02%
5,800
262
$75.4K 0.02%
2,216
263
$74.3K 0.02%
1,664
-1,060
264
$73.4K 0.02%
675
265
$73.4K 0.02%
1,485
-22
266
$73K 0.01%
2,590
267
$69.9K 0.01%
125
268
$69.6K 0.01%
406
+115
269
$68.9K 0.01%
620
270
$68.8K 0.01%
922
-100
271
$68.7K 0.01%
793
-282
272
$68.1K 0.01%
300
273
$67.8K 0.01%
659
+7
274
$66.9K 0.01%
2,030
-100
275
$66.8K 0.01%
1,250
-100
9 10
11
12 13