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
$496M
AUM Growth
+$4.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.08M
3
+$862K
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$517K
5
PMAR icon
Innovator US Equity Power Buffer ETF March
PMAR
+$412K

Top Sells

1
+$4.03M
2
+$3.92M
3
+$2.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.5M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.73M

Sector Composition

1 Technology 5.26%
2 Financials 5.08%
3 Healthcare 3.79%
4 Consumer Discretionary 3.12%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$112K 0.02%
1,470
+140
227
$111K 0.02%
1,663
+10
228
$109K 0.02%
3,096
229
$108K 0.02%
1,400
230
$108K 0.02%
1,102
+195
231
$107K 0.02%
818
232
$107K 0.02%
1,135
-30
233
$106K 0.02%
1,075
234
$105K 0.02%
4,330
235
$105K 0.02%
294
236
$104K 0.02%
776
237
$103K 0.02%
1,232
+382
238
$101K 0.02%
3,600
239
$100K 0.02%
913
-55
240
$97K 0.02%
305
-10
241
$96.7K 0.02%
505
+5
242
$96.4K 0.02%
306
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243
$95.4K 0.02%
3,912
244
$91.3K 0.02%
404
245
$91.2K 0.02%
900
246
$91.2K 0.02%
284
+40
247
$91K 0.02%
1,000
248
$90.4K 0.02%
800
249
$85.9K 0.02%
1,015
-3,763
250
$85K 0.02%
1,255
+10
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10
11 12