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
276
$67.1K 0.01%
784
277
$66.3K 0.01%
455
278
$64.4K 0.01%
535
279
$64.4K 0.01%
197
280
$63.8K 0.01%
1,477
281
$63.5K 0.01%
1,160
282
$62.3K 0.01%
370
283
$61.5K 0.01%
591
-9
284
$61.4K 0.01%
300
285
$60.7K 0.01%
450
286
$60.3K 0.01%
415
287
$58.6K 0.01%
1,157
+762
288
$58.1K 0.01%
125
+11
289
$57.3K 0.01%
+699
290
$56.4K 0.01%
555
291
$56K 0.01%
350
292
$56K 0.01%
609
293
$55.1K 0.01%
301
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294
$55.1K 0.01%
2,888
-248
295
$53.7K 0.01%
546
-60
296
$53.4K 0.01%
601
-148
297
$53.2K 0.01%
4,215
298
$51.7K 0.01%
150
299
$51.2K 0.01%
226
300
$51.1K 0.01%
210
10 11
12
13 14