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
176
$181K 0.04%
804
177
$179K 0.04%
1,588
178
$172K 0.04%
1,398
179
$171K 0.04%
2,675
180
$171K 0.03%
4,900
181
$169K 0.03%
1,917
182
$166K 0.03%
5,971
183
$166K 0.03%
3,303
+2,823
184
$164K 0.03%
1,032
-27
185
$163K 0.03%
30,000
186
$162K 0.03%
1,223
187
$157K 0.03%
817
188
$154K 0.03%
604
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189
$153K 0.03%
2,218
190
$153K 0.03%
1,952
191
$150K 0.03%
1,381
192
$149K 0.03%
2,017
193
$148K 0.03%
48
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195
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196
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2,340
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197
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405
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198
$142K 0.03%
6,030
+2,118
199
$140K 0.03%
2,545
200
$139K 0.03%
6,000
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