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
$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
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
351
$25.1K 0.01%
151
+123
352
$25.1K 0.01%
123
353
$24.8K 0.01%
+524
354
$24.5K ﹤0.01%
464
355
$24.4K ﹤0.01%
364
-86
356
$24.1K ﹤0.01%
351
+21
357
$23.8K ﹤0.01%
+218
358
$23.1K ﹤0.01%
480
359
$23.1K ﹤0.01%
2,728
-115
360
$22.8K ﹤0.01%
199
+49
361
$22K ﹤0.01%
700
362
$21.8K ﹤0.01%
398
363
$21.3K ﹤0.01%
400
364
$21.2K ﹤0.01%
500
365
$20.8K ﹤0.01%
300
366
$20.5K ﹤0.01%
1,032
-531
367
$20K ﹤0.01%
250
368
$19.9K ﹤0.01%
230
369
$19.7K ﹤0.01%
833
-167
370
$18.6K ﹤0.01%
84
371
$18.3K ﹤0.01%
618
-63
372
$18K ﹤0.01%
330
373
$17.9K ﹤0.01%
70
374
$17.5K ﹤0.01%
500
375
$17.1K ﹤0.01%
2,129
13 14
15
16 17