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
301
$65.8K 0.01%
+600
302
$65.1K 0.01%
+1,890
303
$64.8K 0.01%
2,888
304
$62.6K 0.01%
1,020
+10
305
$62.6K 0.01%
810
-89
306
$62.6K 0.01%
621
+5
307
$62K 0.01%
300
308
$61.4K 0.01%
+300
309
$60.9K 0.01%
+300
310
$60.5K 0.01%
+600
311
$60.3K 0.01%
433
+3
312
$59.9K 0.01%
488
-21
313
$59.2K 0.01%
633
314
$57.7K 0.01%
433
-17
315
$57.3K 0.01%
601
316
$57.2K 0.01%
347
+2
317
$57K 0.01%
759
+5
318
$56.6K 0.01%
149
+1
319
$55.8K 0.01%
4,215
320
$55.7K 0.01%
600
321
$53.5K 0.01%
557
+16
322
$53.5K 0.01%
809
+9
323
$53K 0.01%
342
-1,056
324
$52.1K 0.01%
800
325
$52K 0.01%
1,707
+12
11 12
13
14 15