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
26
$2.28M 0.47%
12,081
+80
27
$2.24M 0.46%
7,419
-181
28
$2.22M 0.45%
8,139
-1
29
$2.2M 0.45%
13,008
+116
30
$2.18M 0.44%
+70,117
31
$2.16M 0.44%
49,517
-6,856
32
$1.95M 0.4%
3,627
+73
33
$1.83M 0.37%
46,742
-461
34
$1.78M 0.36%
6,745
-201
35
$1.74M 0.36%
16,817
-300
36
$1.69M 0.35%
3,361
+91
37
$1.69M 0.35%
12,284
-16
38
$1.54M 0.31%
2,723
-25
39
$1.47M 0.3%
+14,642
40
$1.35M 0.28%
23,607
-323
41
$1.32M 0.27%
8,459
-163
42
$1.25M 0.26%
6,238
-1,111
43
$1.23M 0.25%
72,224
-76
44
$1.22M 0.25%
9,792
45
$1.2M 0.25%
2,935
46
$1.2M 0.25%
10,227
+85
47
$1.2M 0.25%
3,996
-26
48
$1.19M 0.24%
16,980
49
$1.17M 0.24%
13,212
-616
50
$1.14M 0.23%
4,276
+84
1
2
3 4 5