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
401
$17.2K ﹤0.01%
77
402
$17.2K ﹤0.01%
219
-45
403
$16.6K ﹤0.01%
20
404
$16.6K ﹤0.01%
340
405
$15.9K ﹤0.01%
+29
406
$15.9K ﹤0.01%
+448
407
$15.8K ﹤0.01%
257
+57
408
$15.8K ﹤0.01%
206
409
$15.5K ﹤0.01%
279
+5
410
$15.3K ﹤0.01%
500
411
$14.9K ﹤0.01%
83
+3
412
$14.5K ﹤0.01%
25
413
$14.5K ﹤0.01%
103
+3
414
$14.3K ﹤0.01%
105
+4
415
$14.3K ﹤0.01%
+186
416
$14.1K ﹤0.01%
244
+6
417
$13.8K ﹤0.01%
374
+10
418
$13.8K ﹤0.01%
119
+10
419
$13.8K ﹤0.01%
27
+1
420
$13.8K ﹤0.01%
323
+13
421
$13.6K ﹤0.01%
300
422
$13.4K ﹤0.01%
185
+5
423
$13.2K ﹤0.01%
160
+5
424
$13.2K ﹤0.01%
200
425
$13.2K ﹤0.01%
52
+2
15 16
17
18 19