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
126
$300K 0.06%
6,482
127
$298K 0.06%
3,676
+709
128
$297K 0.06%
7,056
+732
129
$289K 0.06%
1,770
-55
130
$289K 0.06%
861
131
$286K 0.06%
5,203
-134
132
$284K 0.06%
5,000
133
$282K 0.06%
2,635
+50
134
$282K 0.06%
9,155
-155
135
$280K 0.06%
1,269
136
$275K 0.06%
1,355
-24
137
$274K 0.06%
3,849
+125
138
$272K 0.06%
421
-86
139
$271K 0.06%
9,918
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140
$270K 0.06%
1,299
-263
141
$270K 0.06%
5,419
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142
$270K 0.06%
1,619
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143
$267K 0.05%
9,763
-172
144
$267K 0.05%
3,595
145
$266K 0.05%
7,884
+2,034
146
$264K 0.05%
2,920
147
$263K 0.05%
3,784
148
$254K 0.05%
1,075
149
$246K 0.05%
2,225
-40
150
$245K 0.05%
3,101
-50
4 5
6
7 8