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
376
$17K ﹤0.01%
500
377
$16.2K ﹤0.01%
+83
378
$15.2K ﹤0.01%
+113
379
$14.8K ﹤0.01%
271
380
$14.6K ﹤0.01%
165
381
$14.4K ﹤0.01%
77
382
$14.3K ﹤0.01%
180
383
$14.1K ﹤0.01%
364
384
$14.1K ﹤0.01%
230
385
$14.1K ﹤0.01%
207
-173
386
$13.8K ﹤0.01%
300
387
$13.6K ﹤0.01%
69
388
$13.6K ﹤0.01%
709
389
$13.6K ﹤0.01%
240
390
$13.3K ﹤0.01%
488
391
$13.1K ﹤0.01%
100
392
$13.1K ﹤0.01%
57
393
$13.1K ﹤0.01%
80
394
$13K ﹤0.01%
340
-160
395
$12.6K ﹤0.01%
101
-149
396
$12.5K ﹤0.01%
125
397
$12.4K ﹤0.01%
150
398
$12.3K ﹤0.01%
450
399
$12.3K ﹤0.01%
228
400
$12.2K ﹤0.01%
200
14 15
16
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