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
451
$7.77K ﹤0.01%
170
452
$7.38K ﹤0.01%
+60
453
$7.27K ﹤0.01%
60
454
$7.25K ﹤0.01%
198
455
$6.93K ﹤0.01%
400
456
$6.86K ﹤0.01%
392
+2
457
$6.72K ﹤0.01%
97
+75
458
$6.24K ﹤0.01%
59
+14
459
$6.12K ﹤0.01%
50
460
$6.05K ﹤0.01%
143
461
$6.01K ﹤0.01%
90
462
$5.9K ﹤0.01%
130
463
$5.67K ﹤0.01%
54
464
$5.56K ﹤0.01%
300
465
$5.51K ﹤0.01%
610
-9
466
$5.34K ﹤0.01%
150
467
$4.97K ﹤0.01%
140
468
$4.67K ﹤0.01%
430
469
$4.56K ﹤0.01%
58
470
$4.55K ﹤0.01%
115
-80
471
$4.41K ﹤0.01%
150
472
$4.2K ﹤0.01%
281
-20
473
$4.2K ﹤0.01%
+72
474
$4.13K ﹤0.01%
+177
475
$4.12K ﹤0.01%
7
17 18
19
20 21