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
251
$84.5K 0.02%
375
252
$83.5K 0.02%
373
253
$83.5K 0.02%
622
254
$81.8K 0.02%
652
-198
255
$81.5K 0.02%
1,700
+900
256
$80.5K 0.02%
2,500
257
$80K 0.02%
2,180
258
$79.3K 0.02%
1,935
259
$77.7K 0.02%
609
-184
260
$77.6K 0.02%
188
+31
261
$77.3K 0.02%
540
+169
262
$77.1K 0.02%
1,485
263
$76.7K 0.02%
615
-75
264
$76.2K 0.02%
729
265
$76K 0.02%
3,948
+351
266
$75.9K 0.02%
297
+179
267
$74.5K 0.02%
900
268
$74.4K 0.02%
675
269
$74.2K 0.02%
2,216
270
$73.3K 0.01%
1,022
-170
271
$70.5K 0.01%
5,800
272
$69.5K 0.01%
823
273
$68.9K 0.01%
509
274
$68.6K 0.01%
1,074
+694
275
$67.1K 0.01%
1,350
-320
9 10
11
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