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
351
$35.8K 0.01%
1,315
352
$35.7K 0.01%
1,000
353
$35.4K 0.01%
+1,000
354
$35.3K 0.01%
157
+2
355
$35.2K 0.01%
608
356
$34.9K 0.01%
464
+6
357
$33.8K 0.01%
139
-4
358
$33.8K 0.01%
533
359
$33.5K 0.01%
1,093
360
$33.5K 0.01%
1,057
361
$33.2K 0.01%
121
+1
362
$31.3K 0.01%
304
363
$30.5K 0.01%
200
364
$30.5K 0.01%
271
-522
365
$29.7K 0.01%
790
366
$29.5K 0.01%
465
+15
367
$29.4K 0.01%
735
368
$29.3K 0.01%
1,462
369
$29K 0.01%
147
-4
370
$28.6K 0.01%
800
371
$28.2K 0.01%
233
+5
372
$27.9K 0.01%
127
373
$27.7K 0.01%
464
374
$27.3K 0.01%
514
375
$27.3K 0.01%
1,000
13 14
15
16 17