EWM

Evermay Wealth Management Portfolio holdings

AUM $874M
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
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
State Street 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
301
$50.5K 0.01%
1,055
302
$49.1K 0.01%
1,414
-450
303
$48.8K 0.01%
2,000
304
$48.8K 0.01%
800
305
$46.4K 0.01%
800
-38
306
$45.5K 0.01%
518
+168
307
$45.1K 0.01%
400
308
$45.1K 0.01%
616
-1
309
$45K 0.01%
485
+100
310
$44.7K 0.01%
146
311
$44.6K 0.01%
1,715
-697
312
$42.4K 0.01%
1,275
313
$42.1K 0.01%
1,067
314
$41.1K 0.01%
495
-82
315
$41.1K 0.01%
307
+98
316
$40.8K 0.01%
670
317
$40.7K 0.01%
600
318
$40.7K 0.01%
356
-215
319
$40.3K 0.01%
326
320
$40.2K 0.01%
1,600
321
$39.9K 0.01%
308
322
$39.7K 0.01%
1,150
+560
323
$39.5K 0.01%
1,120
-430
324
$39.1K 0.01%
542
+2
325
$38.4K 0.01%
600
+300
11 12
13
14 15