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
401
$13.6K ﹤0.01%
180
402
$13.2K ﹤0.01%
50
-7
403
$13.1K ﹤0.01%
109
404
$12.9K ﹤0.01%
200
405
$12.4K ﹤0.01%
100
406
$12.3K ﹤0.01%
25
407
$12.3K ﹤0.01%
500
408
$12.2K ﹤0.01%
364
409
$12.2K ﹤0.01%
80
410
$11.9K ﹤0.01%
238
411
$11.9K ﹤0.01%
+155
412
$11.6K ﹤0.01%
310
413
$11.6K ﹤0.01%
300
414
$11.2K ﹤0.01%
150
415
$11.2K ﹤0.01%
137
416
$11.2K ﹤0.01%
220
417
$10.9K ﹤0.01%
1,266
418
$10.8K ﹤0.01%
125
419
$10.8K ﹤0.01%
709
420
$10.6K ﹤0.01%
130
421
$10.6K ﹤0.01%
228
422
$10.5K ﹤0.01%
126
423
$10.5K ﹤0.01%
+55
424
$10.3K ﹤0.01%
42
425
$10.2K ﹤0.01%
230
-181
15 16
17
18 19