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 Buys

1
+$1.75M
2
+$1.08M
3
+$862K
4
SPSM icon
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
451
$5.74K ﹤0.01%
54
452
$5.74K ﹤0.01%
264
453
$5.56K ﹤0.01%
300
454
$5.07K ﹤0.01%
150
455
$4.82K ﹤0.01%
160
456
$4.8K ﹤0.01%
98
457
$4.76K ﹤0.01%
+7
458
$4.45K ﹤0.01%
+75
459
$4.45K ﹤0.01%
120
460
$4.37K ﹤0.01%
65
461
$4.28K ﹤0.01%
301
-52
462
$4.23K ﹤0.01%
120
463
$4.22K ﹤0.01%
87
464
$4.08K ﹤0.01%
58
465
$3.81K ﹤0.01%
160
466
$3.64K ﹤0.01%
600
467
$3.61K ﹤0.01%
200
468
$3.56K ﹤0.01%
195
469
$3.54K ﹤0.01%
547
470
$3.42K ﹤0.01%
10
471
$3.39K ﹤0.01%
50
472
$3.26K ﹤0.01%
15
473
$2.98K ﹤0.01%
5
474
$2.72K ﹤0.01%
58
475
$2.63K ﹤0.01%
26
17 18
19
20 21