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
51
$1.13M 0.23%
7,587
+58
52
$1.12M 0.23%
23,585
+435
53
$1.09M 0.22%
41,891
+12,591
54
$1.04M 0.21%
19,413
-226
55
$984K 0.2%
4,613
56
$960K 0.2%
57,789
-852
57
$944K 0.19%
12,599
58
$932K 0.19%
6,393
+67
59
$931K 0.19%
+28,748
60
$906K 0.19%
4,600
-94
61
$905K 0.18%
3,180
+73
62
$901K 0.18%
2,934
-100
63
$900K 0.18%
3,728
+128
64
$888K 0.18%
10,690
-2,330
65
$874K 0.18%
6,630
-200
66
$867K 0.18%
2,742
67
$863K 0.18%
6,092
-65
68
$850K 0.17%
10,666
69
$770K 0.16%
13,271
-420
70
$755K 0.15%
3,016
71
$725K 0.15%
1,751
72
$723K 0.15%
1,660
+40
73
$715K 0.15%
1,625
-38
74
$701K 0.14%
1,771
+3
75
$685K 0.14%
2,397
+57
1 2
3
4 5