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
326
$37.5K 0.01%
326
327
$36.8K 0.01%
1,715
328
$36.6K 0.01%
120
329
$36.2K 0.01%
1,093
330
$35.6K 0.01%
1,000
331
$35.6K 0.01%
155
+32
332
$35.5K 0.01%
560
333
$35.5K 0.01%
1,315
334
$34K 0.01%
90
335
$33.9K 0.01%
1,057
336
$33.8K 0.01%
463
337
$33.7K 0.01%
260
338
$33.5K 0.01%
335
-8,382
339
$32.5K 0.01%
608
340
$32.2K 0.01%
533
341
$32.2K 0.01%
+680
342
$31.4K 0.01%
458
343
$31.4K 0.01%
+999
344
$30.9K 0.01%
330
-363
345
$30.1K 0.01%
+1,500
346
$29.9K 0.01%
1,470
347
$29.8K 0.01%
365
-168
348
$29.6K 0.01%
143
-7
349
$29.3K 0.01%
200
350
$28.9K 0.01%
228
+29
12 13
14
15 16