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
301
$51.3K 0.01%
4,215
302
$51K 0.01%
345
303
$50.7K 0.01%
2,387
-36,048
304
$50.5K 0.01%
450
+25
305
$50.3K 0.01%
800
306
$49.8K 0.01%
601
307
$49.5K 0.01%
3,297
-1,479
308
$49.3K 0.01%
541
-50
309
$48.8K 0.01%
148
+2
310
$48.5K 0.01%
1,941
311
$48.4K 0.01%
1,200
-277
312
$48.3K 0.01%
481
-248
313
$47.2K 0.01%
1,360
314
$46.3K 0.01%
800
315
$45.6K 0.01%
450
316
$45.4K 0.01%
356
317
$45.4K 0.01%
600
318
$43.5K 0.01%
+1,522
319
$42.7K 0.01%
800
320
$41.2K 0.01%
400
321
$41.1K 0.01%
779
+16
322
$40.5K 0.01%
1,067
323
$40.1K 0.01%
600
324
$39K 0.01%
546
+2
325
$37.8K 0.01%
1,523
-3,095
11 12
13
14 15