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
376
$20.8K ﹤0.01%
227
+62
377
$20.5K ﹤0.01%
398
378
$20.2K ﹤0.01%
364
379
$19.4K ﹤0.01%
300
380
$19.2K ﹤0.01%
800
381
$19.2K ﹤0.01%
164
+68
382
$18.9K ﹤0.01%
+1,344
383
$18.5K ﹤0.01%
500
384
$17.9K ﹤0.01%
330
385
$17.5K ﹤0.01%
205
+105
386
$17.3K ﹤0.01%
500
387
$17.2K ﹤0.01%
227
-221
388
$16.3K ﹤0.01%
629
+5
389
$16.2K ﹤0.01%
1,106
+1,000
390
$15.9K ﹤0.01%
150
391
$15.5K ﹤0.01%
77
392
$15.2K ﹤0.01%
1,109
393
$15.1K ﹤0.01%
488
394
$14.6K ﹤0.01%
274
395
$14.3K ﹤0.01%
84
396
$14.2K ﹤0.01%
340
397
$14.2K ﹤0.01%
206
398
$13.9K ﹤0.01%
101
399
$13.8K ﹤0.01%
+20
400
$13.7K ﹤0.01%
833
-1,000
14 15
16
17 18