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
276
$81.5K 0.02%
402
+2
277
$81K 0.02%
2,176
-40
278
$78.6K 0.01%
1,672
+8
279
$78.4K 0.01%
1,145
-435
280
$78.1K 0.01%
3,272
-122,438
281
$78K 0.01%
195
-135
282
$77.9K 0.01%
300
283
$76.5K 0.01%
1,748
-923
284
$75.1K 0.01%
393
-13
285
$74.6K 0.01%
549
+3
286
$74.2K 0.01%
1,290
287
$73.9K 0.01%
826
+4
288
$73.6K 0.01%
538
+3
289
$73.2K 0.01%
2,037
+7
290
$72.3K 0.01%
352
+2
291
$72.2K 0.01%
5,800
292
$72K 0.01%
1,485
293
$71.3K 0.01%
927
+5
294
$70.4K 0.01%
+475
295
$70K 0.01%
513
296
$69.4K 0.01%
211
+1
297
$68.1K 0.01%
834
+4
298
$67.4K 0.01%
153
+3
299
$67.1K 0.01%
+402
300
$66.5K 0.01%
1,160
10 11
12
13 14