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 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
426
$9.57K ﹤0.01%
100
427
$9.47K ﹤0.01%
+26
428
$9.17K ﹤0.01%
80
429
$9.04K ﹤0.01%
585
430
$9.03K ﹤0.01%
300
431
$8.85K ﹤0.01%
+147
432
$8.33K ﹤0.01%
195
433
$8.28K ﹤0.01%
+206
434
$8.27K ﹤0.01%
60
435
$8.16K ﹤0.01%
160
436
$7.57K ﹤0.01%
170
437
$7.56K ﹤0.01%
400
438
$7.55K ﹤0.01%
85
439
$7.32K ﹤0.01%
311
+47
440
$7.2K ﹤0.01%
477
-24
441
$7.11K ﹤0.01%
198
442
$6.86K ﹤0.01%
50
443
$6.8K ﹤0.01%
155
-740
444
$6.53K ﹤0.01%
165
445
$6.51K ﹤0.01%
619
446
$6.46K ﹤0.01%
50
447
$6.34K ﹤0.01%
200
448
$6.33K ﹤0.01%
143
449
$6.21K ﹤0.01%
387
+3
450
$5.88K ﹤0.01%
130