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
201
$138K 0.03%
1,496
-564
202
$136K 0.03%
1,099
203
$133K 0.03%
506
+18
204
$132K 0.03%
940
+68
205
$131K 0.03%
3,179
206
$131K 0.03%
2,350
207
$130K 0.03%
4,003
-473
208
$130K 0.03%
5,462
-669
209
$128K 0.03%
294
210
$126K 0.03%
2,421
211
$125K 0.03%
330
+142
212
$123K 0.03%
2,856
-305
213
$121K 0.02%
1,390
214
$120K 0.02%
850
215
$120K 0.02%
1,580
+380
216
$118K 0.02%
3,600
217
$117K 0.02%
2,863
+928
218
$117K 0.02%
1,103
219
$116K 0.02%
4,532
-3,343
220
$115K 0.02%
305
221
$115K 0.02%
250
222
$114K 0.02%
1,440
223
$111K 0.02%
1,140
-50
224
$110K 0.02%
652
225
$110K 0.02%
1,076
7 8
9
10 11