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
451
$10.1K ﹤0.01%
450
452
$9.96K ﹤0.01%
50
453
$9.89K ﹤0.01%
83
+3
454
$9.63K ﹤0.01%
249
+9
455
$9.44K ﹤0.01%
125
+5
456
$9.36K ﹤0.01%
300
-300
457
$9.32K ﹤0.01%
585
458
$9.29K ﹤0.01%
73
+3
459
$9.24K ﹤0.01%
300
460
$8.92K ﹤0.01%
140
461
$8.9K ﹤0.01%
170
462
$8.84K ﹤0.01%
100
-127
463
$8.82K ﹤0.01%
153
+6
464
$8.57K ﹤0.01%
298
-35
465
$7.85K ﹤0.01%
103
+6
466
$7.66K ﹤0.01%
400
467
$7.58K ﹤0.01%
60
468
$7.41K ﹤0.01%
198
469
$7.12K ﹤0.01%
416
+24
470
$7.05K ﹤0.01%
90
471
$6.79K ﹤0.01%
50
472
$6.73K ﹤0.01%
506
+225
473
$6.28K ﹤0.01%
54
474
$6.06K ﹤0.01%
361
-2,936
475
$6.06K ﹤0.01%
8
+1
17 18
19
20 21