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
326
$51.6K 0.01%
800
327
$50.4K 0.01%
455
328
$48.8K 0.01%
1,941
329
$48.2K 0.01%
670
330
$47.3K 0.01%
+700
331
$47.3K 0.01%
458
+453
332
$47.2K 0.01%
545
+420
333
$47.1K 0.01%
406
-75
334
$47.1K 0.01%
122
-75
335
$45.8K 0.01%
793
+14
336
$44.5K 0.01%
549
+3
337
$43.9K 0.01%
1,259
-263
338
$43.4K 0.01%
2,017
+517
339
$43.2K 0.01%
600
340
$43K 0.01%
1,200
341
$42.9K 0.01%
1,067
342
$42.8K 0.01%
479
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343
$41.8K 0.01%
356
344
$41.7K 0.01%
400
345
$40.7K 0.01%
326
346
$39.7K 0.01%
565
+5
347
$39.2K 0.01%
262
+2
348
$38.8K 0.01%
+180
349
$38.5K 0.01%
450
350
$38.5K 0.01%
413
+48
12 13
14
15 16