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
101
$485K 0.1%
8,705
102
$483K 0.1%
8,557
-27
103
$478K 0.1%
17,480
104
$470K 0.1%
1,723
-110
105
$461K 0.09%
7,477
106
$458K 0.09%
998
107
$447K 0.09%
4,065
+75
108
$438K 0.09%
3,045
109
$434K 0.09%
4,096
-108
110
$416K 0.09%
11,350
+200
111
$415K 0.08%
3,047
-217
112
$398K 0.08%
785
+17
113
$396K 0.08%
5,459
114
$394K 0.08%
5,652
+160
115
$386K 0.08%
16,125
-227
116
$369K 0.08%
1,813
+94
117
$363K 0.07%
1,796
118
$356K 0.07%
8,701
119
$349K 0.07%
11,823
120
$349K 0.07%
1,672
+122
121
$349K 0.07%
9,804
-90
122
$339K 0.07%
4,342
-240
123
$331K 0.07%
6,201
+9
124
$330K 0.07%
3,409
+27
125
$314K 0.06%
3,252
3 4
5
6 7