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
151
$239K 0.05%
1,373
152
$239K 0.05%
14,323
153
$234K 0.05%
1,350
154
$233K 0.05%
184
155
$233K 0.05%
2,429
156
$230K 0.05%
3,295
157
$229K 0.05%
17,850
158
$227K 0.05%
2,423
159
$222K 0.05%
7,776
+461
160
$220K 0.05%
566
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161
$216K 0.04%
1,271
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162
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1,759
+2
163
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1,898
-61
164
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4,382
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165
$213K 0.04%
11,720
166
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519
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167
$212K 0.04%
1,372
168
$209K 0.04%
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169
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170
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1,800
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171
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1,154
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172
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693
173
$186K 0.04%
812
174
$182K 0.04%
2,515
175
$182K 0.04%
2,415
+85
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7
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