EWM
Evermay Wealth Management Portfolio holdings
AUM
$812M
1-Year Return
12.89%
This Quarter Return
+7.61%
1 Year Return
+12.89%
3 Year Return
+53.09%
5 Year Return
+88.49%
10 Year Return
+180.95%
AUM
$662M
AUM Growth
+$121M
(+22%)
Cap. Flow
+$79.8M
Cap. Flow
% of AUM
12.06%
Top 10 Holdings %
Top 10 Hldgs %
58.37%
Holding
741
New
65
Increased
123
Reduced
229
Closed
130
Top Buys
Top Sells
| 1 |
Innovator US Equity Power Buffer ETF August
PAUG
|
$1.66M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$1.19M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.19M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$1.14M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$777K |
Sector Composition
| 1 | Technology | 5.12% |
| 2 | Financials | 4.37% |
| 3 | Healthcare | 3.18% |
| 4 | Consumer Discretionary | 3.08% |
| 5 | Industrials | 2.27% |
