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
426
$13.1K ﹤0.01%
833
427
$13K ﹤0.01%
161
+11
428
$12.8K ﹤0.01%
142
+5
429
$12.8K ﹤0.01%
709
430
$12.8K ﹤0.01%
50
431
$12.7K ﹤0.01%
84
+4
432
$12.5K ﹤0.01%
308
433
$12.4K ﹤0.01%
126
434
$12.1K ﹤0.01%
84
435
$12K ﹤0.01%
236
+8
436
$11.9K ﹤0.01%
44
+2
437
$11.8K ﹤0.01%
130
438
$11.7K ﹤0.01%
21
+1
439
$11.5K ﹤0.01%
220
440
$11.2K ﹤0.01%
59
+4
441
$11.2K ﹤0.01%
323
-165
442
$11.1K ﹤0.01%
1,266
443
$11.1K ﹤0.01%
201
444
$11K ﹤0.01%
350
+200
445
$10.9K ﹤0.01%
35
446
$10.7K ﹤0.01%
987
-20
447
$10.5K ﹤0.01%
450
448
$10.5K ﹤0.01%
22
449
$10.3K ﹤0.01%
67
+2
450
$10.1K ﹤0.01%
110
16 17
18
19 20