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
251
$108K 0.02%
663
-24
252
$108K 0.02%
1,139
+4
253
$107K 0.02%
751
+3
254
$104K 0.02%
1,000
255
$104K 0.02%
708
+49
256
$104K 0.02%
+4,500
257
$102K 0.02%
5,300
-56
258
$101K 0.02%
1,600
259
$100K 0.02%
415
+1
260
$98.4K 0.02%
1,017
-1,406
261
$96.4K 0.02%
1,026
+8
262
$95.6K 0.02%
3,663
+13
263
$95.1K 0.02%
400
264
$93.9K 0.02%
905
+5
265
$92.7K 0.02%
641
+21
266
$91K 0.02%
534
267
$90.6K 0.02%
2,663
268
$89.7K 0.02%
2,310
+950
269
$88.9K 0.02%
652
270
$84.5K 0.02%
1,155
-245
271
$84K 0.02%
389
-152
272
$83.7K 0.02%
1,250
273
$83.3K 0.02%
2,590
274
$82.2K 0.02%
675
275
$82K 0.02%
373
9 10
11
12 13