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
276
$66.1K 0.01%
546
277
$66K 0.01%
513
+205
278
$66K 0.01%
822
279
$65.8K 0.01%
210
280
$64.4K 0.01%
535
281
$64.2K 0.01%
1,290
+2
282
$63.7K 0.01%
197
283
$63K 0.01%
350
284
$62.4K 0.01%
430
+60
285
$62.1K 0.01%
509
286
$61.2K 0.01%
899
287
$60.7K 0.01%
455
288
$59K 0.01%
1,010
-453
289
$58.4K 0.01%
1,160
290
$58.1K 0.01%
1,484
-90
291
$57.2K 0.01%
830
+170
292
$55.5K 0.01%
555
293
$55.2K 0.01%
1,157
294
$54.8K 0.01%
150
295
$54.4K 0.01%
1,055
296
$54.2K 0.01%
2,888
297
$52.4K 0.01%
616
298
$52.4K 0.01%
670
299
$51.6K 0.01%
1,695
+530
300
$51.6K 0.01%
754
10 11
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