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
526
$1.02K ﹤0.01%
+2
527
$1.02K ﹤0.01%
5
528
$980 ﹤0.01%
40
529
$960 ﹤0.01%
21
530
$946 ﹤0.01%
21
531
$913 ﹤0.01%
50
532
$912 ﹤0.01%
26
533
$858 ﹤0.01%
50
534
$817 ﹤0.01%
+14
535
$587 ﹤0.01%
10
-30
536
$446 ﹤0.01%
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537
$418 ﹤0.01%
15
538
$388 ﹤0.01%
10
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$378 ﹤0.01%
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540
$372 ﹤0.01%
5
541
$367 ﹤0.01%
11
542
$359 ﹤0.01%
7
543
$341 ﹤0.01%
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544
$336 ﹤0.01%
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545
$290 ﹤0.01%
2
546
$289 ﹤0.01%
38
547
$168 ﹤0.01%
8
548
$167 ﹤0.01%
8
549
$164 ﹤0.01%
1
550
$132 ﹤0.01%
1
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