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
476
$4.05K ﹤0.01%
+100
477
$3.86K ﹤0.01%
87
478
$3.8K ﹤0.01%
195
479
$3.76K ﹤0.01%
160
480
$3.62K ﹤0.01%
98
481
$3.62K ﹤0.01%
80
482
$3.41K ﹤0.01%
50
483
$3.4K ﹤0.01%
70
+40
484
$2.96K ﹤0.01%
+180
485
$2.92K ﹤0.01%
5
486
$2.81K ﹤0.01%
26
487
$2.79K ﹤0.01%
92
488
$2.76K ﹤0.01%
200
489
$2.63K ﹤0.01%
547
490
$2.42K ﹤0.01%
15
491
$2.41K ﹤0.01%
35
492
$2.4K ﹤0.01%
194
493
$2.39K ﹤0.01%
58
494
$2.31K ﹤0.01%
+30
495
$2.27K ﹤0.01%
15
496
$2.14K ﹤0.01%
14
497
$2K ﹤0.01%
40
498
$2K ﹤0.01%
124
499
$1.98K ﹤0.01%
120
500
$1.97K ﹤0.01%
97
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