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
76
$684K 0.14%
4,389
+5
77
$678K 0.14%
4,022
+422
78
$654K 0.13%
3,052
-126
79
$652K 0.13%
3,318
+30
80
$650K 0.13%
2,417
+125
81
$629K 0.13%
14,183
-300
82
$621K 0.13%
2,267
+32
83
$619K 0.13%
4,147
+51
84
$604K 0.12%
18,212
85
$601K 0.12%
5,814
+108
86
$594K 0.12%
4,290
+7
87
$581K 0.12%
35,047
+800
88
$566K 0.12%
5,268
89
$564K 0.12%
27,230
-100
90
$561K 0.11%
7,799
-505
91
$558K 0.11%
3,019
-9
92
$555K 0.11%
5,105
-190
93
$550K 0.11%
1,078
94
$547K 0.11%
1,130
-14
95
$546K 0.11%
12,550
-350
96
$529K 0.11%
5,947
-672
97
$525K 0.11%
23,259
-1,602
98
$521K 0.11%
3,265
-20
99
$517K 0.11%
1,163
-52
100
$485K 0.1%
33,614
-15,910
2 3
4
5 6