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
$542M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$14M
3
+$2.64M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.08M
5
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$1.97M

Top Sells

1
+$25.8M
2
+$2.92M
3
+$2.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
5
AAPL icon
Apple
AAPL
+$1.12M

Sector Composition

1 Technology 6.05%
2 Financials 5.08%
3 Healthcare 3.5%
4 Consumer Discretionary 3.5%
5 Industrials 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$120K 0.02%
2,314
+7
227
$120K 0.02%
904
+4
228
$119K 0.02%
4,357
-175
229
$119K 0.02%
3,600
230
$119K 0.02%
290
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231
$118K 0.02%
+134
232
$117K 0.02%
882
+6
233
$116K 0.02%
+5,000
234
$116K 0.02%
731
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235
$116K 0.02%
2,811
-45
236
$116K 0.02%
+5,000
237
$115K 0.02%
+5,000
238
$114K 0.02%
913
239
$113K 0.02%
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240
$113K 0.02%
4,330
241
$112K 0.02%
1,797
+1,667
242
$112K 0.02%
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243
$112K 0.02%
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245
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246
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247
$111K 0.02%
853
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248
$111K 0.02%
1,028
+3
249
$109K 0.02%
+858
250
$109K 0.02%
1,076
8 9
10
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