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 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
401
$12.1K ﹤0.01%
244
402
$12K ﹤0.01%
186
403
$11.8K ﹤0.01%
100
404
$11.7K ﹤0.01%
1,217
-6
405
$11.5K ﹤0.01%
200
406
$11.3K ﹤0.01%
1,109
-1
407
$11.1K ﹤0.01%
289
408
$11.1K ﹤0.01%
140
409
$11.1K ﹤0.01%
+42
410
$10.9K ﹤0.01%
1,266
411
$10.9K ﹤0.01%
300
412
$10.8K ﹤0.01%
+265
413
$10.8K ﹤0.01%
+109
414
$10.6K ﹤0.01%
29
415
$10.5K ﹤0.01%
201
416
$10.3K ﹤0.01%
130
417
$10.2K ﹤0.01%
160
+35
418
$10.2K ﹤0.01%
126
419
$10.1K ﹤0.01%
130
420
$9.87K ﹤0.01%
50
421
$9.84K ﹤0.01%
450
422
$9.82K ﹤0.01%
137
423
$9.79K ﹤0.01%
333
424
$9.59K ﹤0.01%
+96
425
$9.57K ﹤0.01%
308