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
501
$1.94K ﹤0.01%
147
502
$1.92K ﹤0.01%
202
503
$1.9K ﹤0.01%
48
504
$1.88K ﹤0.01%
+35
505
$1.84K ﹤0.01%
20
506
$1.63K ﹤0.01%
26
507
$1.62K ﹤0.01%
21
508
$1.61K ﹤0.01%
10
509
$1.58K ﹤0.01%
47
510
$1.58K ﹤0.01%
24
511
$1.56K ﹤0.01%
42
512
$1.52K ﹤0.01%
24
513
$1.51K ﹤0.01%
25
514
$1.47K ﹤0.01%
43
515
$1.46K ﹤0.01%
3
516
$1.39K ﹤0.01%
35
517
$1.29K ﹤0.01%
10
518
$1.29K ﹤0.01%
5
519
$1.27K ﹤0.01%
23
520
$1.22K ﹤0.01%
420
521
$1.15K ﹤0.01%
9
522
$1.11K ﹤0.01%
1
523
$1.1K ﹤0.01%
16
524
$1.09K ﹤0.01%
22
525
$1.06K ﹤0.01%
32
19 20
21
22 23