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
426
$10.1K ﹤0.01%
201
427
$10K ﹤0.01%
26
428
$9.98K ﹤0.01%
450
429
$9.93K ﹤0.01%
1,007
430
$9.86K ﹤0.01%
100
431
$9.73K ﹤0.01%
+110
432
$9.67K ﹤0.01%
450
433
$9.62K ﹤0.01%
333
434
$9.62K ﹤0.01%
+80
435
$9.62K ﹤0.01%
+22
436
$9.56K ﹤0.01%
140
437
$9.29K ﹤0.01%
308
438
$9.23K ﹤0.01%
80
439
$9.2K ﹤0.01%
200
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$9.07K ﹤0.01%
+35
441
$9.07K ﹤0.01%
+65
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$9.06K ﹤0.01%
240
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$8.92K ﹤0.01%
50
444
$8.75K ﹤0.01%
+20
445
$8.7K ﹤0.01%
300
446
$8.38K ﹤0.01%
585
447
$8.37K ﹤0.01%
50
448
$8.13K ﹤0.01%
120
-80
449
$8.03K ﹤0.01%
+70
450
$7.82K ﹤0.01%
147