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 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
351
$28.5K 0.01%
1,462
352
$28.4K 0.01%
524
353
$28.3K 0.01%
307
354
$28K 0.01%
210
355
$27.4K 0.01%
800
356
$27.3K 0.01%
450
+210
357
$27.1K 0.01%
304
358
$26.3K 0.01%
151
359
$26.2K 0.01%
790
360
$25.8K 0.01%
+1,144
361
$25.4K 0.01%
514
362
$25K 0.01%
735
363
$24.7K 0.01%
127
364
$24.4K 0.01%
464
365
$24.1K ﹤0.01%
600
366
$23.8K ﹤0.01%
1,000
367
$23.6K ﹤0.01%
180
368
$23K ﹤0.01%
752
369
$22.9K ﹤0.01%
264
-100
370
$22.7K ﹤0.01%
250
371
$21.7K ﹤0.01%
76
372
$21.4K ﹤0.01%
1,032
373
$21.4K ﹤0.01%
700
374
$21K ﹤0.01%
400
375
$20.8K ﹤0.01%
119
+50