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
326
$38.2K 0.01%
763
+403
327
$37.2K 0.01%
364
-3
328
$36.3K 0.01%
1,315
329
$36K 0.01%
472
330
$35.6K 0.01%
560
331
$35.3K 0.01%
463
332
$34.6K 0.01%
1,385
333
$33.6K 0.01%
608
-10
334
$33.3K 0.01%
533
335
$32.5K 0.01%
1,470
336
$32.5K 0.01%
156
-19
337
$31.9K 0.01%
792
338
$31.5K 0.01%
800
339
$31.2K 0.01%
600
340
$31.1K 0.01%
1,000
341
$30.3K 0.01%
197
-215
342
$30K 0.01%
1,093
-1,100
343
$28.9K 0.01%
1,462
344
$28.5K 0.01%
304
345
$28K 0.01%
1,000
-200
346
$27.5K 0.01%
735
347
$26.3K 0.01%
649
348
$25.7K 0.01%
514
349
$25.5K 0.01%
1,000
350
$25.4K 0.01%
790
12 13
14
15 16